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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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). 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.

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.” 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. 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. 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. 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to 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. 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. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • 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, • 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, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). 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.

Are you a strategic financial leader with non-profit experience ready to make a meaningful impact? A growing, forward thinking nonprofit organization serving individuals with intellectual and developmental disabilities (IDD) in New York State is seeking an experienced Chief Financial Officer (CFO) to oversee complex financial operations and guide organizational strategy. The ideal candidate will have a proven track record managing large-scale, multimillion-dollar budgets, ensuring financial stability, and driving sustainable growth. This is an exciting opportunity to join a mission-driven organization committed to expanding high-quality services that transform lives. \n Responsibilities: \n\n • Serve as a strategic advisor to the CEO and executive leadership team on financial sustainability, organizational growth, and risk management.\n, • Develop long-term financial strategies to support program expansion, workforce investment, and capital planning.\n, • Provide financial analysis and forecasting to guide executive decision-making.\n, • Present financial performance reports, forecasts, and risk analysis to the Board of Directors and Finance Committee.\n, • Direct and oversee all financial operations including accounting, budgeting, payroll, billing, accounts payable, accounts receivable, and treasury functions.\n, • Develop and manage the organization’s annual operating and capital budgets.\n, • Monitor financial performance against budget and implement corrective strategies when necessary.\n, • Ensure the accurate and timely preparation of financial statements and financial reports.\n, • Ensure financial compliance with New York State OPWDD regulations, Medicaid billing requirements, OMH, New York City contracts and other state oversight requirements.\n, • Oversee preparation and submission of Consolidated Fiscal Reports (CFR) in accordance with New York State reporting standards.\n, • Manage financial reporting related to Medicaid waiver services including residential, day habilitation, community habilitation, and other OPWDD-funded services.\n, • Monitor reimbursement rates and regulatory changes impacting financial operations.\n, • Provide fiscal oversight for government contracts, foundation grants, and philanthropic funding.\n, • Ensure financial compliance with grant reporting requirements and contract deliverables.\n, • Collaborate with program leadership and development teams to ensure fiscal accountability for grant-funded initiatives.\n, • Identify financial risks related to reimbursement, regulatory changes, or operational challenges.\n, • Develop financial models and contingency strategies to mitigate fiscal risks.\n, • Oversee insurance, liability management, and financial risk mitigation strategies.\n, • Provide leadership and supervision to the finance department including accounting, payroll, billing, and financial reporting staff.\n, • Build and maintain high-performing financial teams through coaching and professional development.\n\n Requirements: \n This role requires direct nonprofit experience in an OPWDD-regulated setting. Applications without this background will not be considered. \n A bachelor’s degree in finance, accounting, business administration, or a related field is required, with a master’s degree in finance, business administration (MBA), public administration, or a related field preferred. Certification as a Certified Public Accountant (CPA) is strongly preferred. The ideal candidate will possess a minimum of 10 years of progressive financial leadership experience, including at least 5 years in a senior financial leadership role such as Chief Financial Officer, Controller, or Finance Director. Experience in nonprofit financial management is required, and experience within the intellectual and developmental disabilities (IDD), healthcare, or broader human services sectors is strongly preferred. Candidates should demonstrate experience managing Medicaid reimbursement systems and other government funding streams, as well as familiarity with New York State Office for People with Developmental Disabilities (OPWDD) reporting systems, including Consolidated Fiscal Reports (CFR). \n The successful candidate will have advanced expertise in financial planning, forecasting, and budgeting, as well as the ability to translate complex financial information into clear and actionable strategic insights for executive leadership and the Board of Directors. Demonstrated experience working with financial systems software, such as SAP S/4HANA, Workday Financial Management, Microsoft Dynamics 365 Finance, Oracle Financials, NetSuite, PeopleSoft Financials, Sage Intacct, Infor Cloud Suite Financials, Blackbaud Financial Edge, and MIP Fund Accounting. Strong leadership, communication, and collaboration skills are essential, along with high ethical standards and a demonstrated commitment to transparency, accountability, and responsible stewardship of organizational resources. \n

Fund Accountant \n Location: New York, NY (In-Office) \n Employment Type: Full-Time \n \n Ready to make your first move out of public accounting? \n We're partnering with a well-established alternative investment firm seeking a Fund Accountant to join its growing finance team. This opportunity is ideal for someone with 2-3 years of public accounting experience who wants to transition into the investment world and gain hands-on exposure to private equity, private credit, fund operations, financial reporting, and investment accounting. \n \n If you've spent the last few years auditing investment management clients and are looking for an opportunity to apply what you've learned in a more strategic, business-facing environment, this role offers an excellent next step. \n \n Position Overview \n As a Fund Accountant, you'll work closely with experienced finance professionals and external service providers to support the accounting, reporting, and operations of various investment vehicles. This role provides broad exposure across fund accounting, financial reporting, investment activity, and audit coordination while offering significant opportunities for professional development and career growth. \n Responsibilities \n\n • Assist with the preparation and review of quarterly and annual fund financial statements\n, • Support external audit processes and coordinate with auditors and other service providers\n, • Review NAV packages, supporting schedules, and fund-level reporting\n, • Track and analyze fund expenses, accruals, and allocations\n, • Support capital calls, investor distributions, and related fund activity\n, • Assist with treasury and cash management processes\n, • Monitor portfolio activity and perform account reconciliations\n, • Collaborate with administrators, tax advisors, and internal stakeholders to ensure timely and accurate reporting\n, • Assist with regulatory and compliance-related reporting requirements\n, • Participate in special projects and process improvement initiatives\n\n Qualifications \n\n • 2-3 years of public accounting experience\n, • Big 4 or Top 10 public accounting experience strongly preferred\n, • Experience working with private equity, private credit, hedge fund, asset management, or alternative investment clients\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA completed, in progress, or actively pursuing preferred\n, • Strong analytical, organizational, and problem-solving abilities\n, • Advanced proficiency in Microsoft Excel\n, • Excellent communication skills and attention to detail\n, • Ability to manage multiple priorities in a fast-paced environment\n\n Ideal Candidate \n This opportunity is particularly attractive for: \n\n • Audit Associates and Senior Associates seeking their first move out of public accounting\n, • Professionals with exposure to alternative investments and investment management clients\n, • Individuals interested in developing long-term careers within private markets and alternative investments\n, • Candidates looking for greater business exposure and ownership than a traditional audit role can provide\n\n Why Consider This Role? \n\n • Excellent first move from public accounting into industry\n, • Exposure to sophisticated alternative investment strategies\n, • Direct interaction with experienced finance and investment professionals\n, • Strong mentorship and learning environment\n, • Visibility across accounting, operations, and fund management functions\n, • Long-term career growth potential within a respected investment platform\n\n Compensation \n Base Salary: $95,000 - $120,000 \n \n Final compensation will be determined based on experience, qualifications, credentials, and overall fit. Eligible employees may also participate in bonus and incentive programs. \n Benefits \n Eligible employees may have access to: \n\n • Medical, dental, and vision insurance\n, • Paid time off and company holidays\n, • 401(k) retirement savings plan\n, • Life and disability insurance\n, • Employee assistance programs\n, • Additional company-sponsored benefits and wellness programs\n\n \n Work Authorization \n Applicants must be legally authorized to work in the United States without current or future sponsorship requirements. \n \n Background Screening \n Where permitted by law, a background check may be conducted following a conditional offer of employment. \n \n Equal Opportunity Employer \n Our client is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, citizenship status, or any other status protected by applicable federal, state, or local law. \n \n Reasonable Accommodation \n Applicants requiring reasonable accommodation during the application or interview process are encouraged to request assistance. Accommodations will be provided in accordance with applicable law.

Project Accountant \n Location: Long Island City, NY 11101 \n Schedule: Monday–Friday, 8:00 AM–4:00 PM (On-site; parking available) \n Salary: $90,000–$95,000, with flexibility for the right candidate \n \n Ascendo Resources is actively seeking a Project Analyst to serve as a key link between project operations and corporate finance. This role will focus on project financial performance, work-in-progress (WIP) reporting, job costing, forecasting, and construction billing. The ideal candidate understands construction accounting, can identify financial risks and discrepancies, and works effectively with project managers and finance teams to keep projects financially on track. \n \n Key Responsibilities \n\n • Oversee project financial reporting, including WIP schedules, job costing, forecasting, and project profitability.\n, • Monitor project performance, identifying cost variances, unbilled work, margin concerns, and potential billing risks.\n, • Partner with project managers and operational teams to review project status, labor and material costs, change orders, and financial projections.\n, • Oversee construction billing processes, including progress billing, AIA billing, schedules of values, retainage, and contract requirements.\n, • Ensure billing is accurate, complete, timely, and aligned with project milestones and approved change orders.\n, • Support revenue recognition, month-end close, reconciliations, and financial reporting in accordance with GAAP.\n, • Coordinate with Accounts Receivable and billing teams to resolve discrepancies and support timely collections.\n, • Develop and improve financial reports, dashboards, and procedures to strengthen visibility into project performance.\n, • Collaborate with Finance, Project Management, Operations, Sales, and Service to improve communication and financial controls.\n, • Provide guidance and support to team members involved in project accounting and billing.\n\n \n Qualifications \n\n • Significant experience in construction accounting, project accounting, project finance, or a related field.\n, • Strong understanding of WIP reporting, job costing, project forecasting, and construction billing.\n, • Experience with progress billing, AIA billing, schedules of values, retainage, and change orders.\n, • Working knowledge of GAAP and month-end close processes.\n, • Experience partnering with project managers and operational teams in a construction or project-based environment.\n, • Strong Excel skills, including formulas, pivot tables, lookups, and financial analysis.\n, • Excellent analytical, organizational, communication, and problem-solving skills.\n, • Ability to identify discrepancies, assess financial risks, and recommend process improvements.\n\n \n Preferred Qualifications: \n\n • Experience with NetSuite ERP and ServiceTrade.\n, • Background in fire and life safety, electrical, mechanical, security, or specialty construction.\n, • Experience with union construction projects or certified payroll.\n, • Prior experience leading, mentoring, or developing finance or project-accounting team members.\n, • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; equivalent experience will be considered.\n\n \n Benefits \n\n • Medical insurance with multiple plan options, including PPO and HSA-eligible plans.\n, • Employer HSA contribution for eligible plan participants.\n, • 401(k) with employer match.\n, • Paid time off, sick days, and 11 paid holidays.\n, • Dental and vision insurance.\n\n \n Why Consider This Opportunity? \n\n • Join a growing organization backed by an expanding national platform.\n, • Play a key role connecting project operations with corporate finance.\n, • Work in a collaborative, cross-functional environment.\n, • Enjoy a consistent Monday–Friday schedule with on-site parking.\n, • Explore opportunities for career growth within the local business and the broader organization.\n\n \n For a faster response, please send your resume to jcanabal@ascendo.com

TOD'S Group Americas is currently looking for a Staff Accountant to join the finance team. This role Reports to the Senior Accountant and is responsible for accounting functions. ESSENTIAL DUTIES & RESPONSIBILITIES: • Bookkeeping (AR/AP invoices, accruals, general accounting entries), • Support to the preparation of the monthly and yearly financial statement., • Examine financial records and ensure that financial accounts are accurate., • Identify potential areas of opportunity, risk and provide solutions., • Collaborates with internal departments to reconcile any accounting discrepancies., • Works with the Finance team to assist for periodic audits (internal and external)., • Reconciles financial discrepancies by collecting and analyzing account information., • Reviews and reconciles all bank reconciliations and support for the intercompany reconciliation process., • Support to the preparation and implementation of new accounting and finance procedures, • Support on Tax compliance activities. REQUISITES FOR THE CANDIDATE: Team player in the accounting team and support the other functions and departments of the company with a collaborative approach. Precision, attention to the details, curiosity, interest in accounting and fashions topics.

The Atlantic Group has partnered with a boutique law firm in the financial district area. They have an immediate need for an Accountant to start as soon as possible. This position is a full-time contract role with the opportunity to become permanent based on performance, (projected conversion to perm by Q1). Job Description: -Enter and code vendor invoices in QuickBooks, routing approvals to the Operations Manager -Prepare client invoices from TimeSolve and track outstanding AR, following up on late payments -Record client payments and reconcile them upon receipt -Process payroll and record payroll entries in QuickBooks -Process employee expense reimbursements through Expensify -Complete month-end bank, credit card, and balance sheet reconciliations in QuickBooks -Prepare monthly P&L, balance sheet, billable hours, and outstanding invoice reports -Help develop new reports as the firm grows, such as cash flow tracking, realization, and spending breakdowns -Assist with cleaning up historical billing and invoicing data Work Schedule: 4 days/week on-site (Mon-Thurs) in FiDi. WFH Fridays. Hours are roughly 9:15/9:30am to 5:30/6pm. Requirements: -Bachelor’s degree required -Law industry experience is a strong plus, but not required -2-3 years of hands-on AP/AR & reporting who wants to grow into more -Strong attention to detail and organizational skills Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 50538

JCW is partnering with a growing technology-focused private equity/venture capital fund to identify a Fund Accountant to join their finance team. This role offers exposure to fund management company operations, including management fee calculations and compensation accounting. This is an on-site role based in New York, offering the opportunity to gain specialized experience within a dynamic, tech-focused investment platform. Responsibilities: • Support management company accounting, including monthly/quarterly close, general ledger maintenance, and financial reporting, • Assist with management fee calculations and billing across fund vehicles, • Support compensation accounting, including bonus accruals, carried interest allocations, and payroll-related entries, • Prepare management company financial statements and support budget-to-actual analysis, • Assist with expense allocations between the management company and fund entities Qualifications: • 2-4 years of accounting experience, ideally with exposure to private equity, venture capital, or asset management (Big 4 or public accounting background welcome), • Bachelor's degree in Accounting or Finance; CPA or CPA track a plus, • Familiarity with management company accounting concepts, including fee structures and compensation accounting, is a plus, • Detail-oriented with strong organizational skills and the ability to manage multiple deadlines, • Excellent communication skills and a collaborative, team-oriented approach Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.

Senior Accountant | Digital Assets | New York | $135k–$150k + Bonus I'm working on a Senior Accountant opportunity with a well-established, high-growth fintech specialising in digital assets, cryptocurrency trading and market infrastructure. This is a hands-on role within a growing accounting team, offering exposure to complex cryptocurrency accounting, SEC reporting and financial operations. You'll work closely with FP&A and senior accounting leadership, with plenty of scope to take ownership and drive improvements. Key Responsibilities • Own and review month-end and year-end close processes, including journal entries, reconciliations and variance analysis., • Reconcile cryptocurrency wallets, exchanges and blockchain transactions., • Support SEC reporting, financial statement preparation and external audits., • Work closely with FP&A on budgeting, forecasting and financial planning., • Lead automation initiatives across balance sheet reconciliations and month-end close., • Develop and improve accounting policies, procedures and internal controls., • Identify opportunities to streamline accounting operations and improve reporting efficiency., • Monitor evolving accounting standards and regulatory requirements. What We're Looking For • 3+ years of accounting experience across public accounting and industry., • CPA strongly preferred., • Big 4 experience is a significant plus., • Background in fintech, particularly digital assets, cryptocurrency or payments., • Strong technical accounting knowledge, ideally including IFRS., • Experience with ERP systems, automation and complex reconciliations., • Strong analytical skills and the ability to thrive in a fast-paced environment. Compensation & Location • $135,000–$150,000 base salary., • Discretionary annual bonus and benefits., • New York City, with four days per week in the office. If you're a CPA with a background in Big 4 or fintech and are interested in exploring the opportunity, feel free to reach out directly.

Atrium is seeking on behalf of our client a Senior Accountant based in New York, NY. A background check may be run only after a conditional offer is made, where permitted by law. Position: Senior Accountant Location: New York, NY Employment Type: Full-time Compensation: 95,000k-115,000k Position Overview The Senior Accountant will play a key role in managing financial reporting, analysis, and compliance activities to support business objectives. This position involves close collaboration with cross-functional teams to ensure accurate financial data, optimize processes, and provide actionable insights for decision-making. The role requires strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Must be legally authorized to work in the United States. About the Company: A prominent organization in the consumer packaged goods (CPG), wholesale, and manufacturing sectors, known for delivering high-quality financial services and solutions. The company supports a diverse client base with a focus on innovation and operational excellence. It fosters a collaborative culture that encourages professional growth and development. Responsibilities • Lead overheads analysis, forecasting, and variance reporting across personnel, benefits, travel, office, and team costs, • Prepare budget, forecast, and reporting submissions, including risk, opportunity, and bridge analysis, • Own distributor margin adjustment reporting and analysis (SEG, BDF, LMF), • Provide insights on trade spend effectiveness and marketing investment performance, • Support month-end close activities, including journal entries, accruals, recharges, cost analysis, and reconciliations, • Manage POS and merchandising accounting, including warehouse costs, reclassifications, and reconciliations, • Maintain and manage transfer pricing across actuals, budgets, and forecasts, • Reconcile US accounts against UK Global P&L and investigate accounting variances and issues, • Support monthly reporting with balance sheet commentary and financial performance analysis, • Analyze shipment, depletion, logistics, and selling cost data to support commercial decision-making, • Perform ad hoc financial analysis to ensure accurate financial reporting and system integrity, • Support internal and external audits, GAAP compliance, and sales and use tax reporting, • Develop, test, and improve financial controls, processes, and systems to enhance efficiency and compliance, • Lead continuous improvement initiatives and support cross-functional projects as required Required Experience/Skills • Proven experience in accounting, financial analysis, and reporting, • Strong knowledge of GAAP and financial compliance standards, • Proficiency in budgeting, forecasting, and variance analysis, • Advanced Excel skills and familiarity with ERP systems, • Excellent problem-solving and analytical abilities, • Strong communication and collaboration skills to work with cross-functional teams Preferred Experience/Skills • Experience with financial systems implementation and optimization, • Knowledge of international accounting standards and transfer pricing regulations, • Familiarity with audit processes and regulatory compliance frameworks, • Strong analytical skills with the ability to interpret complex financial data Education Requirements • Bachelor’s degree in Accounting, Finance, or a related field, • MBA and CPA certification preferred Benefits If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable. Commitment to Diversity As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please _ to request an accommodation. EOE/M/F/D/V/SO Applicant Communication Consent By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our and . Job Wrapping ID : #LI-AJ3

We are seeking a highly motivated and experienced Senior Accountant to join our team. The ideal candidate will have a minimum of 5 years of experience in fashion apparel, wholesale and retail accounting. The role will be in-office 5 days a week and will be based in our midtown Manhattan corporate office. Responsibilities: • Oversee and manage the daily accounting operations of the company., • Compile and analyze monthly financial information to prepare JE’s and balance sheet accounts reconciliations, including resolving reconciling items in a timely manner., • Reconcile and maintain balance sheet accounts, with emphasis on AR and Inventory accounts., • Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements., • Support the Controller in the monthly closing process and identify critical items., • Help in the preparation of the monthly financial reporting package., • Assist with Budget and Cash Projection preparations., • Participate in external audits, including preparation of audit schedules, and work with external auditors to ensure timely completion of audits., • Ensure compliance with accounting principles and company standards, controls and policies., • Proactively identify areas of opportunity /weakness and recommend solutions., • Assist with special projects, department goals, and other ad hoc projects as assigned., • Prepare and file tax forms and other administration forms as needed., • Provide support to the CFO, Controller and other members of the finance team as needed. Qualifications: • Bachelor’s degree in accounting or finance., • Minimum of 5 years of experience in apparel, wholesale, retail and manufacturing/cost accounting., • Strong knowledge of GAAP and accounting principles., • Excellent analytical, critical thinking, problem-solving and reconciliation skills., • Solid organizational, multi-tasking, prioritization and time management skills., • Strong attention to detail and accuracy., • Self-starter; proactive in learning and finding solutions; find/suggest improvements to processes., • Excellent communication and interpersonal skills; ability to interact professionally with coworkers, management and customers., • Ability to work independently and as part of a team., • Strong proficiency in Microsoft Office (especially Excel)., • Strong technical ability in major ERP systems (e.g., NetSuite, Dynamics365, SAP).

Financial Controller New York, NY | Hybrid Join a High-Growth Global FinTech We're partnering with a fast-growing international fintech business with operations across North America, EMEA and APAC who are now looking to hire a Financial Controller to join their growing team in New York. The business has experienced exceptional growth and is continuing to scale its global finance function. As part of this growth, our client is seeking a highly motivated Financial Controller to join the New York finance team. This is an outstanding opportunity for a CPA-qualified accountant with 1-2 years of post-qualification experience looking to take the next step in their career within a dynamic, international and high-growth environment. The Opportunity Reporting into senior finance leadership, you'll play a key role in ensuring the integrity of financial reporting, strengthening controls and supporting the ongoing growth of a complex multi-entity business. You'll gain exposure to international operations, regulatory reporting, finance transformation initiatives and senior stakeholders across the organization. Key Responsibilities • Support the month-end and year-end close process across multiple entities, • Review journal entries and ensure financial transactions are recorded accurately and timely, • Prepare balance sheet reconciliations, accruals, prepayments, intercompany balances and fixed asset schedules, • Assist in the preparation of monthly management accounts and statutory financial statements, • Support external audits and regulatory reporting requirements, • Maintain and enhance internal control frameworks as the business scales, • Partner with finance, operations and risk teams across multiple jurisdictions, • Assist with budgeting, forecasting and financial analysis, • Identify opportunities to improve, automate and streamline finance processes, • Contribute to finance transformation and systems enhancement initiatives About You We're particularly interested in speaking with candidates who have: • CPA qualification (required), • 1-2 years post-qualification experience, • Big 4 or Top 20 public accounting background preferred, • Financial Services, FinTech, Payments, Banking or Capital Markets experience, • Experience gained either:, • Auditing Financial Services clients within public accounting; or, • Working within a Financial Services or FinTech business following qualification, • Strong understanding of financial reporting, controls and accounting principles, • Advanced Excel skills, • Experience with ERP systems such as NetSuite is advantageous, • Strong communication and stakeholder management skills, • A proactive, hands-on approach and desire to work in a fast-paced growth environment Why Apply? • Opportunity to join a rapidly scaling global fintech business, • Broad exposure across international entities and operations, • Highly visible role with exposure to senior leadership, • Strong career progression opportunities as the business grows, • Involvement in finance transformation and process improvement initiatives, • Collaborative, entrepreneurial and high-performance culture If you're a CPA-qualified accountant with a strong public accounting foundation and experience within Financial Services, FinTech or Payments, we'd love to hear from you.

Staff Accountant / Expense Analyst Location: Midtown, NYC | Hybrid, 3 days in office Base Salary: $120,000–$140,000 + Bonus A confidential family office is seeking a Staff Accountant / Expense Analyst to provide day-to-day financial and administrative support. This is a varied, hands-on role covering accounts payable, bookkeeping, expense management, and substantial administrative responsibilities. The right person enjoys wearing multiple hats, keeping records organized, responding to requests, and following through on details. Responsibilities Accounting & Expense Management • Process accounts payable, review invoices, and monitor accounts to ensure timely payments., • Manage vendor inquiries, payment requests, and relationships., • Research and resolve discrepancies involving accounts, invoices, and bill payments., • Review and record staff expense reports., • Complete monthly credit card reconciliations and related reporting., • Maintain bookkeeping records and assist with monthly financial statement preparation. Administrative & Family Office Support • Respond to requests and inquiries, coordinating with colleagues and outside parties as needed., • Maintain charitable contribution letters and supporting records for annual tax packages., • Review insurance schedules and coordinate updates., • Assist with LLC administration and related documentation., • Maintain accurate, organized files in accordance with record retention procedures., • Support special projects and handle recurring administrative tasks as priorities change. Qualifications • 2+ years of accounting, accounts payable, or bookkeeping experience., • Bachelor’s degree in Accounting, Finance, Business, or a related field; other majors considered., • Familiarity with Microsoft Office; QuickBooks experience strongly preferred., • Excellent organizational skills, attention to detail, and follow-through., • Strong communication skills and a professional, service-oriented approach., • Comfortable balancing accounting work with administrative duties and shifting priorities., • Ability to work independently and collaboratively while handling confidential information with discretion.

Chief Financial Officer Confidential Search New York, NY, USA (or remote, US East Coast) The Opportunity A growing, profitable, Five Elms-backed technology company is seeking a hands-on CFO to join its management team and partner closely with the CEO and board. The company has delivered consecutive years of growth and profitability and operates in a large, fragmented market with a long runway ahead. Its business model combines recurring software revenue with transactional and physical-product revenue streams, customer funds, and international operations—creating a CFO role with unusual breadth and a close connection to the business. This is not a role for someone who wants to operate at arm's length. The CFO will own Finance end to end while playing an active role across the company: helping shape priorities, bringing ideas and perspective, solving complex problems, and working directly with teams on initiatives where Finance is integral to the outcome. The successful candidate will be equally comfortable shaping company-level decisions and working hands-on alongside teams to make them happen. They will bring strong technical finance capability, commercial judgement, high standards for execution, and the leadership required to build and develop a high-performing international Finance team. What You'll Own ● Own the consolidated financial statements under US GAAP across multiple entities and currencies, including intercompany and FX. ● Act as the technical owner of accounting, including revenue recognition, principal versus agent judgements, and accounting for prepaid customer balances. ● Lead the external audit relationship, including group and statutory audits. ● Own the operating model, budget, forecast, and board and investor reporting. ● Partner with the CEO and management team on company priorities, and work hands-on alongside teams across the business on complex projects and new initiatives where finance plays an important role—from shaping the approach and economics to solving problems and driving execution. ● Manage cash, working capital, banking, FX, tax, and the controls and reconciliations behind customer funds. ● Own the control environment and drive a faster, more efficient monthly close. ● Improve finance systems and automation, including NetSuite and key integrations, to keep the function lean and effective as the business grows. ● Lead, develop, and performance-manage the international Finance team, setting clear expectations and a high bar for performance. What We're Looking For ● Qualified accountant (CPA, ACA, ACCA, or equivalent) with hands-on accounting experience. ● Experience building operating models, budgets, forecasts, and board reporting for a PE-backed company. ● Strong business judgement and the ability to turn complex financial and operational issues into clear implications, choices, and recommendations. ● Proven cross-functional leader who can move comfortably from company-level decisions to hands-on collaboration with teams, bringing strong judgement to complex projects and initiatives. ● Strong people leader with experience setting clear expectations, developing high performers, and addressing underperformance directly. ● Strong US GAAP knowledge, including ASC 606 and principal versus agent judgements. ● Experience owning multi-entity, multi-currency consolidation and leading external audits. ● Experience designing and running internal controls in an audited environment. ● Working knowledge of indirect tax in at least one jurisdiction, such as US sales tax, UK VAT, or EU VAT, and experience directing external advisers. ● Corporate transaction experience, such as a fundraise, acquisition, or sale process, including due diligence. ● Hands-on ERP experience, ideally NetSuite, with a track record of using automation to improve efficiency. Particularly Relevant Experience ● Physical goods, marketplace, or other transaction-heavy business models, including areas such as cost of goods, landed cost, or vendor rebates. ● Stored-value, prepaid, or payments businesses, including customer funds and breakage. ● International operations, particularly across the US, UK, and Europe. ● A first or second CFO role, or a VP Finance ready to step up, with experience leading finance in a fast-moving, scaling business while remaining hands-on, technically strong, and accountable for driving the function forward. Acquisition experience is a plus. Compensation & Benefits The role offers a base salary of $200,000 - $250,000 USD, equity, 401(k) with employer match, comprehensive medical, dental and vision coverage, flexible PTO, and additional benefits. Final compensation will reflect experience, skills, and overall fit for the role.

Cost Accountant Sun Noodle Company Carlstadt, New Jersey | Full-Time | 100% Onsite Help Sun Noodle Understand What It Truly Costs to Make a Great Product You may already know Sun Noodle without realizing it. For more than 40 years, our noodles have been served by ramen shops, restaurants, chefs, and retailers across the country. With approximately 90 varieties of noodles and manufacturing operations supporting a growing customer base, understanding the true cost of every product is critical to how we make decisions and continue building the business. That is where you come in. Sun Noodle is creating a new Cost Accountant position at our Carlstadt, New Jersey facility. This is an opportunity for a hands-on accounting professional to take meaningful ownership of manufacturing costs, inventory valuation, and operational analysis within a growing food-manufacturing environment. You will work closely with Finance, Operations, Sales, and Procurement to understand what is happening on the production floor, identify what is driving cost changes, and turn that information into practical insights the business can use. This is not a position where you will simply review reports from behind a desk. We are looking for someone who is curious about how products are made, comfortable working directly with plant partners, and excited to strengthen the costing processes that support the business. And yes, a love of noodles certainly helps. What You’ll Own Manufacturing Costing and Variance Analysis • Own and maintain the standard cost system, ensuring product costs accurately reflect current material, labor, and manufacturing overhead., • Analyze manufacturing variances involving material usage, labor efficiency, overhead absorption, production yields, waste trends, and cost changes., • Investigate the operational drivers behind cost variances and communicate the findings clearly to Finance and plant leadership., • Review bills of material, routings, and manufacturing orders to improve costing accuracy., • Help strengthen the processes Sun Noodle uses to understand the true cost and profitability of its products. Inventory and Financial Reporting • Support inventory accounting, reconciliation, and valuation., • Assist with physical inventory counts, cycle-count analysis, and inventory-related audit requests., • Support month-end, quarter-end, and year-end close activities involving inventory and production costs., • Help maintain accurate manufacturing and inventory data within the ERP system. Business and Operational Partnership • Prepare manufacturing cost reporting that identifies key trends, variances, and operational cost drivers., • Partner with Operations to understand what is happening on the production floor and how it affects financial performance., • Provide financial analysis supporting pricing decisions and new-product development., • Analyze profitability by SKU, customer, product line, and facility., • Collaborate across Finance, Operations, Sales, and Procurement to improve reporting and decision-making., • Participate in ERP enhancements, data-accuracy projects, and continuous-improvement initiatives. What Will Help You Succeed We care more about the work you have performed than the title printed on your business card. You may currently be a Cost Accountant, Plant Accountant, Standard Cost Analyst, Inventory Accountant, Production Accountant, Operations Finance Analyst, or a hands-on accounting professional performing similar work in a manufacturing environment. The strongest candidates will bring: • Approximately 3–5 years of cost accounting, plant accounting, or closely related manufacturing-finance experience., • Experience working within food, beverage, consumer packaged goods, or another manufacturing environment., • A strong understanding of standard costing, inventory accounting, manufacturing variance analysis, and GAAP., • The ability to analyze material, labor, overhead, yield, waste, and production-related cost variances., • Experience working with ERP systems and complex manufacturing data., • Advanced Microsoft Excel skills., • The confidence to work with both financial information and the people responsible for plant operations., • Strong analytical, organizational, and problem-solving abilities., • Clear communication skills and a collaborative, team-oriented approach., • A self-motivated and curious mindset, with the willingness to wear multiple hats as the business continues to grow. A bachelor’s degree in Accounting, Finance, or a related discipline is preferred. Relevant manufacturing and cost-accounting experience will receive strong consideration. Experience with Microsoft Dynamics 365 Business Central is preferred, but it is not required. Experience with a comparable manufacturing ERP system is welcome. The Kind of Person Who Will Thrive Here You will likely enjoy this opportunity if you: • Want to understand how the operation works, not just what appears in the accounting system., • Are comfortable spending time with Operations and learning what happens on the production floor., • Ask thoughtful questions when costs, yields, or inventory numbers do not make sense., • Can translate detailed accounting information into a practical explanation., • Enjoy building relationships across departments., • Want the opportunity to help shape a newly created position., • Are motivated by improving a process rather than simply maintaining one., • Appreciate great food and are willing to develop some strong opinions about noodles. Why Sun Noodle? This is a chance to join a respected, family-owned food manufacturer whose products are enjoyed through ramen shops, restaurants, chefs, and retailers. You will step into a newly created position with the ability to bring greater visibility to product costs and profitability. Your work will influence how Sun Noodle evaluates production, pricing, inventory, new products, and operational performance. You will also have the opportunity to work closely with colleagues across Finance, Operations, Sales, Procurement, and company leadership. If you are a hands-on manufacturing accountant who wants to understand the full story behind the numbers, we would like to meet you. Come help us understand what it truly costs to make a great noodle. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Overview: The Senior Accountant role will be responsible for overseeing complex accounting functions, ensuring compliance with accounting standards, and assisting with financial reporting process. Essential Duties and Responsibilities: • Prepare general ledger entries by maintaining records and files, including reviewing journal entries and reconciliations prepared by junior staff., • Lead complex account reconciliations and general ledger management, including sales and subledger account reconciliations., • Analyze financial statements for discrepancies by performing periodic analysis of key accounts or expense categories., • Mastery of company chart of accounts to ensure GAAP compliance of financial reporting., • Preparation of workpapers for rent based on ASC 842 standards, fixed asset depreciation, prepaid expense amortization., • Maintain accurate reporting through month end close process: including but not limited to review of variance vs budget to identify missing entries and errors, booking of necessary accruals and/or reserves, and ensuring completeness and accuracy of the month end close process., • Ownership, maintenance, and reconciliations of balance sheet accounts (Cash, Prepaids, Accrued Liabilities, Lease Liability, etc.), • Sales tax processing and compliance, including but not limited to filing of monthly sales tax returns, ensuring company compliance with regulatory requirements, analyzing variances, and preparing related journal entries., • Assist with audit process (financial, bank, sales & use tax), preparing schedules, gathering audit support and investigating variances., • Assist with the compilation of monthly, quarterly and annual management reporting packages., • Developing and updating accounting processes within new financial system., • Support Accounting & Finance teams with ADHOC analysis and reporting. Required Skills / Experience: • 4-6 years of related accounting experience, • Strong written and verbal communication skills, • Expert level skills of Excel, • Bachelor's degree in accounting or finance, • Strong technical, problem solving, and analytical skills, • Ability to work in a collaborative culture, • Intermediate level understanding of US GAAP and IFRS, • Experience with financial systems implementation, • Public Accounting/Audit experience preferred, • Ability to work independently in a fast-paced environment with constantly changing demands, • Ability to juggle multiple demands with strong time management skills

Job Title: Fund Accountant Overview: A Hedge Fund is seeking a Fund Accountant to join its Alternative Investments Accounting Team. Reporting to the Fund Controllers, this person will join a highly collaborative team and assist the Fund Controllers with completing the month-end financial close process, preparing monthly financial statements, overseeing the fund administrator, assisting in year-end audits, and performing other responsibilities as may be reasonably assigned from time to time. The Fund Accountant role presents an opportunity to be involved in all accounting aspects for private credit, real estate, and equity funds. Qualifications: • CPA Strongly Preferred with 2-5 years of fund accounting experience and or/ FS audit, • Strong communication (written and verbal), analytical and spreadsheet skills., • Exposure to investment companies such as hedge funds, private equity funds, mutual funds, CLOs, or similar accounting

Job Descriptions： The Technical Accounting & SEC Reporting Manager plays a key independent technical and disclosure role, responsible for ensuring timely and compliant SEC reporting and robust technical accounting analysis. This position ensures that all financial statement disclosures align with U.S. GAAP and SEC requirements, supporting audit processes and the implementation of new standards. The manager maintains independence from transactional accounting, contributing critical technical expertise and oversight to the financial reporting function. Responsibilities： • Prepare and coordinate SEC filings, including Form 20-F, Form 6-K, Form S-8, and other registration statements, ensuring accuracy, completeness, and timely submission., • Manage financial statement disclosure tie-outs, supporting schedules, and related documentation., • Coordinate internal and external reviews of SEC filings and resolve comments efficiently., • Research and analyze complex accounting matters under U.S. GAAP and prepare technical accounting memos and position papers., • Monitor new U.S. GAAP and SEC requirements and support timely implementation of related accounting and disclosure changes., • Support external audits and other financial reporting matters involving technical accounting and disclosures., • Partner with internal stakeholders on accounting implications of new transactions, agreements, and business activities. Qualifications： • Bachelor’s degree in Accounting, Finance, or a related field., • Certified Public Accountant (CPA) or equivalent certification., • 3+ years of relevant experience in public accounting, technical accounting, and/or SEC reporting., • Strong knowledge of U.S. GAAP and SEC reporting and disclosure requirements., • Hands-on experience preparing or reviewing SEC filings., • Strong technical accounting research, writing, and documentation skills., • Strong attention to detail and ability to manage multiple reporting deadlines. Preferred Qualifications： • Experience with a Big Four or other public accounting firm., • Experience supporting GAAP conversions, complex transactions, or accounting policy implementation., • Experience advising on accounting implications of new standards or significant transactions., • Experience supporting external audits and financial statement disclosure reviews.

Position Summary The Assistant General Manager (AGM) at John F. Kennedy International Airport serves as the primary on-site leader for tenant engagement and operational performance, with support of the Operations Manager in the overall execution and success of ASUR Airport’s concessions program. Acting as the critical bridge between strategic leadership and frontline operations, the AGM ensures alignment across tenants, internal teams, and airport stakeholders. As the main point of contact for all on-site tenant teams, the AGM is responsible for fostering strong relationships, driving tenant performance, and ensuring consistent delivery of operational and brand standards across the terminal. Working closely with cross-functional partners—including Leasing, Marketing, Accounting, Development, and Tenant Coordination—the AGM translates strategy into execution and ensures accountability across all areas of the business. Operating within a highly matrixed airport environment, the AGM interfaces regularly with the Terminal Operator, Port Authority, airline partners, and government agencies. This role requires strong leadership, operational fluency, and the ability to proactively identify issues, resolve challenges, and drive results across a complex stakeholder landscape. Key Responsibilities 1. Tenant Leadership & Commercial Performance • Serve as the primary point of contact for all concessionaires, building strong, trust-based relationships with tenant ownership, management, and frontline teams., • Drive tenant performance by monitoring sales trends, operational standards, and customer experience metrics., • Partner with tenants to identify opportunities for sales growth, operational improvements, and enhanced guest experience., • Collaborate with Marketing to support activations, promotions, and programs that increase engagement and revenue., • Ensure alignment with lease requirements, brand standards, and operational expectations across the concessions program., • Lead individual business reviews, to provide structured feedback and performance insights to Leasing and senior leadership to inform strategy and future deal-making., • Support the Guest Experience team in the roll out of the company’s “Expect the Exceptional” program with new operators, and initiatives to help achieve or exceed goals for ASQ and internal KPIs., • Document and track complaint cases to ensure follow-up and continuous improvement. 1. Operational Leadership & Execution Oversight • Support the overall leadership of terminal operations, ensuring alignment with ASUR’s strategic and operational objectives., • Oversee and supervise the day-to-day operational activities led by the Operations Manager, ensuring consistency, accountability, and timely resolution of issues., • Monitor program-wide operational performance, identifying trends, risks, and opportunities across tenants and facilities., • Reinforce a culture of operational excellence, responsiveness, and accountability across all stakeholders. 1. Cross-Functional Coordination & Program Delivery • Serve as the central coordination point across Leasing, Marketing, Accounting, Development, and Tenant Coordination teams., • Track and drive execution of key initiatives, including tenant openings and operational programs., • Partner with Retail Delivery and Leasing teams to ensure timely, high-quality store openings and transitions., • Ensure alignment between construction, tenant readiness, and operational requirements., • Facilitate clear communication between corporate teams and on-site operations to ensure seamless execution., • Oversee the operational RFP process, ensuring alignment with organizational goals, compliance with procurement policies, and timely delivery of high-quality vendor responses. 1. Stakeholder Engagement & Contract Support • Maintain strong working relationships with key stakeholders, including the Terminal Operator, Port Authority, airline partners, and government agencies., • Have an active role in managing the Terminal Operator relationship, coordination, issue escalation, and performance tracking., • Help ensure compliance with contractual obligations, service level agreements, and operational standards., • Represent ASUR in stakeholder meetings, working groups, and operational forums., • Serve as a knowledgeable resource for navigating airport authority procedures, approvals, and public sector frameworks., • Act as a company authorized signatory, who oversees new applications and compliance of airport security badges in alignment with the rules and regulations of TSA. 1. Financial Management, Compliance & Risk Mitigation • Support development and management of annual OPEX and CAPEX budgets in coordination with the VP and Accounting team., • Monitor financial performance, track expenses, and identify cost control opportunities., • Assist with the collection of receivables as required by the Asset Accountant., • Ensure alignment between operational execution and financial goals., • Oversee compliance tracking across operational, regulatory, and contractual requirements, ensuring risks are identified and addressed proactively., • Support Local Accelerator Operators and drive DBE participation goals, including tracking, reporting, and coordination., • Identify operational risks, policy changes, or performance gaps and drive mitigation strategies. Qualifications & Experience • Bachelor’s degree in Business Administration, Hospitality, Aviation Management, Real Estate, or a related field required; advanced degree preferred., • Minimum 6–9 years of progressive experience in airport, retail, hospitality, or multi-unit operations environments., • Demonstrated experience managing tenant or client relationships and driving commercial performance., • Strong understanding of operational execution, financial performance, and compliance frameworks., • Experience working within complex, multi-stakeholder or public-private environments preferred., • Proficiency in Microsoft Office, financial tools, and project management systems. Key Competencies • Tenant & Client Leadership – Builds strong relationships and drives performance across diverse tenant groups., • Operational Acumen – Understands and connects frontline execution with strategic objectives., • Leadership & Influence – Drives alignment and accountability across cross-functional teams., • Commercial Mindset – Focuses on sales growth, tenant success, and overall program performance., • Stakeholder Management – Effectively navigates complex internal and external relationships., • Problem Solving – Proactively identifies and resolves operational and performance challenges., • Communication Skills – Clearly communicates priorities, expectations, and insights., • Agility – Thrives in a dynamic, fast-paced airport environment. Compensation · Exempt · $120,000 – $145,000 per year + Discretionary Annual Bonus Equal Opportunity Employer ASUR is an Equal Opportunity Employer under applicable laws. ASUR embraces diversity of backgrounds, perspectives, experience, and skills. We offer a collaborative, innovative, achievement focused culture with unique opportunities for growth in a global company, and we evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, and other legally protected characteristics.

One of the hottest digital media companies in Manhattan is GROWING! This client is a repeat customer and we've worked with the founders for years. We also staffed most of the current department, including the direct coworkers for this position. The company is looking for a strong Sr. Accountant to report to the public/private CPA Accounting Manager we placed a year and a half ago. The Senior Accountant will work on a variety of general accounting duties, and some financial planning and analysis. Located near Midtown just blocks from Penn Station, this job is a hybrid position requiring ~2 days a week in the office. They offer top compensation, excellent benefits and unlimited career growth! Senior Accountant responsibilities include reconciling account balances and bank statements, maintaining general ledger and performing month-end close procedures. This role will support the finance team activities and assist in supporting the financial reporting requirements and analysis of the company. A successful Senior Accountant combines excellent attention to detail and thorough knowledge of accounting principles to analyze financial reports and forecasts. Qualifications • BS in Accounting and 3+ years of relevant experience; Big 4 CPA or large public accounting experience strongly preferred, • Experience with general ledger functions and the month-end/year-end close process

Position Overview A large, established organization in Jersey City is seeking a Senior Accountant to join its growing finance and accounting team. This role will have significant responsibility for the balance sheet across 17 business lines and is ideal for a strong Senior Accountant with experience working within a large, complex corporate environment. The position offers excellent visibility and a clear path for advancement to Manager, potentially within one year. Responsibilities • Own and manage key balance sheet accounting activities across multiple business lines., • Perform monthly and quarterly close activities., • Prepare and review balance sheet reconciliations., • Conduct balance sheet flux and variance analysis., • Research and resolve accounting discrepancies., • Support financial reporting and other general accounting activities., • Work cross-functionally within a large finance and accounting organization., • Assist with process improvements and accounting initiatives. Qualifications • Bachelor’s degree in Accounting or Finance., • 5+ years of accounting experience., • Current experience at the Senior Accountant level., • Strong experience with balance sheet accounting, reconciliations, close, and flux analysis., • Experience working within a large and/or complex organization., • Advanced Microsoft Excel skills., • Experience working with an ERP system., • Insurance industry experience is preferred but not required., • Public/private accounting or insurance experience is especially attractive for candidates at the top end of the compensation range. Why Consider This Opportunity? • Clear advancement opportunity with a potential 1-year path to Manager., • Large finance and accounting organization with approximately 60–70 professionals., • Strong culture of growth and internal mobility., • Hybrid schedule with 3 days per week in the Jersey City office., • Convenient location near public transportation.

VP, Treasury Finance (Global Asset Manager) • $300K TC (some flex based on experience), • Sweet spot for Base Salary is $220,000 - 225,000, • Hybrid (4 days onsite, Friday home), • Need at least 10 years of experience. Public or Public/Private works (public foundation a must). Strong executive presence required, as you will be working cross functionally across various Accounting/Finance lines. Organization Overview Our client is a premier global alternative investment management firm serving institutional and private investors worldwide. The firm invests across a wide range of asset classes, including private equity, real estate, credit, infrastructure, growth equity, and specialized strategies, driving value through strategic capital deployment and operational support. Position Summary Our client is seeking an experienced finance professional to join as Vice President within the Treasury group. This function oversees the financial control, accounting, and reporting frameworks for liquidity management, capital structures, corporate hedging, intercompany operations, and firmwide expense allocation mechanisms. Working closely with cross-functional leadership—including FP&A, technology partners, and business unit leaders—the Vice President will lead accounting operations, optimize reporting workflows, strengthen internal control environments, and scale technology-driven treasury solutions. Key Responsibilities • Team Leadership & Development: Mentor, direct, and grow a team of accounting professionals responsible for corporate expense frameworks and treasury accounting functions., • Treasury & Capital Markets Accounting: Direct the accounting and financial reporting processes for firm liquidity, debt/equity funding structures, corporate investment portfolios, derivative hedging, and intercompany arrangements., • Process Automation & Systems Optimization: Partner with internal technology groups to enhance the firm's treasury management platforms, automate ledger postings, and build scalable data solutions., • Financial Reporting & Analysis: Oversee internal management reporting and external disclosures related to corporate treasury activities; collaborate with FP&A on P&L forecasting, budget variances, and executive insights., • Internal Controls & Audit Management: Maintain robust SOX compliance frameworks; manage internal and external audit engagements for stand-alone entities and corporate financial statements., • Risk & Cash Governance: Oversee corporate foreign exchange exposure strategies, hedge accounting applications, cash reconciliations, and intercompany settlement workflows., • Cross-Functional Strategy: Partner with business unit finance teams to ensure accurate data flow, operational alignment, and transparent expense allocation methodologies. Qualifications & Requirements • Experience: 10+ years of progressive finance and accounting experience focused on corporate treasury, expense management, or capital markets accounting within financial services., • Education & Certifications: Active Certified Public Accountant (CPA) license preffered., • Background: Prior public accounting experience required., • Technical Expertise: Deep technical knowledge of U.S. GAAP, public reporting requirements, valuation of financial instruments, and accounting for derivatives and foreign currency transactions., • Market Knowledge: Strong grasp of fixed income, equity markets, derivative products, and institutional treasury operations., • Leadership & Execution: Proven track record of managing teams, driving continuous process improvement, and navigating complex corporate matrix environments., • Communication: Superior interpersonal skills with the ability to articulate complex financial matters to senior executive stakeholders. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that _. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees _., • Virginia residents may access our state specific policies _., • Residents of all other states may access our policies _., • Canadian residents may access our policies in English and in French ., • Residents of countries governed by GDPR and UK GDPR may access our policies _. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (_). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Senior Fund Accountant | Alternative Investments | NYC We’re partnering with a growing alternative investment manager looking to add a Senior Fund Accountant to its New York finance team. This is a strong opportunity for someone looking for broader exposure, increased ownership, and a long-term path toward Manager and Controller-level responsibilities. Responsibilities: • Manage key aspects of the monthly and quarterly fund accounting close, • Review NAVs, capital accounts, allocations, and reconciliations, • Prepare and review management fees, carried interest, and distributions, • Oversee and coordinate with third-party fund administrators, • Support quarterly and annual financial statement preparation, • Coordinate with external auditors, tax providers, and other service partners, • Assist with capital calls, distributions, and investor reporting, • Gain exposure to valuations and underlying investment activity, • Participate in process improvements and other finance initiatives as the platform grows What They’re Looking For: • 3–6+ years of fund accounting or relevant investment management experience, • Background within an alternative investment manager, fund administrator, or public accounting firm, • Experience with private equity, private credit, real estate, or other alternative investment products preferred, • Strong understanding of NAVs, capital activity, allocations, and financial reporting, • Someone looking to take on more ownership and continue progressing within fund finance Why Consider It: • Broad exposure across the full fund lifecycle, • Direct interaction with experienced finance leadership, • Opportunity to expand beyond traditional fund accounting responsibilities, • Clear runway toward Manager and Assistant Controller-level opportunities, • Growing platform with the ability to take on additional responsibility over time, • Strong work-life balance compared with many alternative investment firms This is a great opportunity for someone who wants to stay within alternative investments while gaining better exposure, stronger career growth, and a more sustainable work-life balance.

JOB SUMMARY We are seeking a Transaction Advisory Services Manager (TAS) to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks. JOB DESCRIPTION • Manage buy-side and sell-side financial due diligence engagements for M&A transactions, • Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks, • Analyze financial statements, revenue models, and business operations to identify potential red flags, • Lead the preparation of financial reports, executive summaries, and key transaction insights, • Develop and review financial models, valuation assessments, and sensitivity analyses, • Serve as the primary client contact, ensuring exceptional communication and advisory support, • Collaborate with investment bankers, private equity firms, and corporate executives to structure deals, • Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team, • Support post-transaction integration by analyzing financial structures and deal synergies Supervisory responsibilities • Daily supervision of fellow TAS staff members, • Will participate in performance review process Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift up to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in Accounting and/or Finance with strong academic performance, • 4 – 6+ years of audit / corporate finance / transaction advisory service experience Preferred education and experience • Certified Public Accountant (“CPA”) designation Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Overview: We are seeking an experienced Senior Accountant to support the company’s accounting, financial reporting, and month-end close activities. This position will play an important role in ensuring the accuracy and integrity of financial information while supporting general ledger accounting, account reconciliations, fixed assets, accruals, internal controls, and SOX compliance. The ideal candidate will have strong technical accounting knowledge, hands-on experience with month-end close and financial reporting, and the analytical skills to identify discrepancies and improve accounting processes. This individual will work closely with Finance and other business functions to ensure timely and accurate reporting while helping strengthen accounting procedures and internal controls. Responsibilities: • Support the monthly, quarterly, and annual close processes, ensuring financial information is completed accurately and within established deadlines., • Prepare, review, and post journal entries, accruals, and other general ledger transactions., • Compile and analyze financial information to ensure business transactions are properly recorded in accordance with U.S. GAAP and company accounting policies., • Prepare and analyze financial statements, including balance sheets, income statements, supporting schedules, and management reports., • Perform monthly balance sheet and general ledger account reconciliations, researching and resolving discrepancies as needed., • Manage fixed asset accounting, including asset setup, maintenance, depreciation, reconciliations, and supporting schedules., • Coordinate the monthly purchase order accrual process, partnering with business teams to obtain, review, and validate accrual information., • Upload, reconcile, and validate monthly financial information within the ERP system., • Support Sarbanes-Oxley (SOX) compliance, including control testing, documentation, and audit support., • Assist internal and external auditors by preparing requested schedules, documentation, reconciliations, and supporting information., • Perform financial and account analysis to identify trends, variances, risks, and potential accounting issues., • Maintain and strengthen accounting procedures, documentation, financial systems, and internal controls., • Identify opportunities to improve accounting processes, reporting efficiency, controls, asset management, reserves, and expense management., • Partner with Finance, Procurement, Operations, and other departments to ensure accurate financial reporting and data integrity., • Assist with budgeting, forecasting, variance analysis, and other financial reporting initiatives as needed., • Participate in special projects and perform additional accounting responsibilities as assigned. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field., • CPA or progress toward CPA certification is a plus, but not required., • 5+ years of progressive accounting experience, preferably within a global corporate environment., • Strong knowledge of U.S. GAAP, general ledger accounting, financial reporting, and month-end close., • Hands-on experience with journal entries, account reconciliations, accruals, fixed assets, and financial statement preparation., • Experience working for a publicly traded company with understanding of SOX compliance, internal controls, and audit support., • Proficiency with ERP systems such as SAP or Oracle., • Advanced Microsoft Excel skills, including pivot tables, lookups, and financial analysis., • Strong analytical and problem-solving skills with excellent attention to detail and accuracy., • Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment., • Strong communication and interpersonal skills with the ability to collaborate effectively across Finance and other business functions., • Demonstrated ability to identify process improvements, strengthen controls, and improve accounting efficiencies.

Family Office Controller The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. Essential Requirements • Provide support to the CFO and family office leadership across all aspects of accounting and finance., • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner., • Prepare monthly and annual financial statements., • Manage investment accounting and monitoring and prepare investment reports., • Assist with the implementation of new technology related to general ledger and investment reporting., • Establish and maintain accounting and operational processes and controls., • Manage cash balances, cash flow forecasting, and liquidity planning., • Oversee banking relationships and treasury processes., • Supervise an accounts payable / junior accountant and work closely with them on expense processing., • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality., • Coordinate with external tax advisors to ensure timely and accurate filings., • Manage, build, and support budgets, expense tracking, and financial planning processes., • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals., • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity., • Work independently, manage recurring deadlines, and maintain strict confidentiality. Additional Qualifications • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment., • CPA required or currently on the CPA track., • Bachelor’s degree in Accounting, Finance, Tax, or a related field., • Excellent written and verbal communication skills., • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools., • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus., • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus., • Experience with consolidations and GAAP financial reporting., • Demonstrated ability to be flexible and resourceful in a complex and lean environment., • Strong judgment, discretion, and impeccable integrity., • Ability to work in the office five days per week., • Must be comfortable working in an office where dogs may be present in the future.

LHH Recruitment Solutions is partnering with a small, start-up environment company seeking a hands-on Senior Accountant to join the team. This is an excellent opportunity for someone who enjoys owning the month-end close process, wearing multiple hats, and helping build scalable accounting processes as the organization continues to grow. Key Responsibilities: • Own month-end, quarter-end, and year-end close activities, • Prepare journal entries, including payroll, accruals, prepaids, allocations, and other accounting adjustments, • Maintain prepaid, accrual, fixed asset, and other supporting schedules, • Manage accounts payable and accounts receivable processes, including vendor payments, expense reporting, collections, and cash management, • Review revenue and billing schedules to ensure accurate invoicing and compliance with ASC 606 revenue recognition requirements, • Reconcile bank accounts, credit cards, and balance sheet accounts while investigating and resolving discrepancies, • Oversee vendor onboarding, payment approvals, and related accounting processes, • Assist with ERP reporting, financial analysis, and budget-to-actual reporting, • Support audits, tax filings, process improvements, and internal controls initiatives What We're Looking For: • Bachelor's degree in Accounting, Finance, or a related field, • 3+ years of accounting experience with hands-on ownership of month-end close, journal entries, accruals, and account reconciliations, • Strong balance sheet reconciliation experience, including bank reconciliations and resolving accounting discrepancies, • Experience with ERP systems; NetSuite experience is highly preferred, • Strong knowledge of U.S. GAAP and financial reporting principles, • Advanced Excel skills and an interest in leveraging automation and AI tools to improve efficiency, • CPA designation, CPA track, public accounting, or audit experience is a plus, • Highly organized, analytical, and detail-oriented with excellent communication skills, • Comfortable working in a growing environment where processes continue to evolve Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Are you ready to go uP? • We are named in Top Workplaces NYC for 2021, 2024, and 2026!, • We are one of the winners of USPAACC’s Fast 100 Asian American Business awards, • We are recognized as one of the Top 5000 in Inc. Magazine’s Fastest Growing Private Companies, • We were a finalist for Best ISO of the Year by ETA in 2024, • We were awarded as a Growth Accelerator on the CO-100, an exclusive list that the U.S. Chamber of Commerce recognizes as America's top 100 small and medium sized businesses Want to learn more about our company events? Click here: _ Why Should You Join Universal Processing? • You want to work at a minority owned Fintech company that empowers small to medium-sized businesses, • You are passionate to serve and support our local community and their growth, • You are given one month on-the-job paid training, • You get medical, vision, and dental coverage, generous PTO, and 401k, • We offer periodic performance review for potential salary increase Compensation: This is an exempt position, with a salary range offered between $72,000 - $75,000 annually. This role has a mandatory probation period. Role Summary: The Accountant role is a fully onsite position, 5 days a week in our Midtown Manhattan office. This position serves as an integral part of our Accounting department. You will be assisting the Accounting team with finance and payroll projects. The ideal candidate needs to be willing to take initiative to tackle current obstacles in the finance and accounting area of the company to improve efficiency. Responsibilities: • Maintain company bank accounts by verifying, allocating, and posting transactions to the monthly report, • Provide information to employees, agents, and managers on payroll matters and taxation issues, • Balance the general ledger and prepare company account cash flow statements to the monthly income statement, • Responsible for accounts payable and accounts receivable, and related monthly reports, • Analyze current payment processing situations of potential clients by interpreting processing statements for the corresponding affiliates, • Keep informed about changes in corporate tax and individual income tax regulations that apply to the payroll process, • Utilize statistics and principles of accounting and finance to analyze the past and present financial operations, • Accounting projects, reporting, and other tasks as assigned Qualifications: • Must be authorized to work in the US at the time of hire. We are an E-Verify employer!, • Bachelor’s degree in Accounting, Finance, or related field is required., • Strong problem-solving skills; critical thinking, detail-oriented, and analytical., • Minimum of 2-3 years of relevant accounting experience., • 1 year of experience in QuickBooks is required., • Demonstrate intermediate to advanced skills and knowledge of Excel, as well as other Microsoft Office applications., • Excellent interpersonal skills to communicate effectively across the organization., • Thorough knowledge of general ledger accounting and account reconciliation., • Strong analytical thinking and problem-solving skills are highly preferred About uP: Since 2003, Universal Processing has dedicated itself to growing the unique needs of small and medium-sized businesses by putting people before profits. Differentiated from the major credit card processing providers, uP’s consultants and support team speak the languages its clients speak, and the business focuses on ingenious customer service, care, support, and reasonable pricing. Today, the Company successfully serves 22,000 clients across the nation. Within 10 years of business, the Company emerged as one of the fastest-growing payments processing companies in the U.S. Nominated as the best ISO of 2024 by ETA and awarded as a Growth Accelerator in CO-100, the Company is soon to become the second AAPI owned payment processor company in US history. In February 2024, Universal Processing changed its branding to Let’s Go uP, to commemorate its legacy and evolution. At Let’s Go uP, we are an equal employment opportunity employer. To learn more, please visit us at: _. Let's Go uP Together!

Company Description Robinhood Diamonds is a New York–based jewelry company specializing in high-quality diamond products and personalized customer service. The organization focuses on craftsmanship, ethical sourcing, and long-term relationships with both retail and wholesale clients. Operating in a fast-paced, detail-oriented environment, Robinhood Diamonds values accuracy, integrity, and reliability in all financial and business operations. Team members collaborate closely across sales, operations, and finance to support sustainable growth and a strong reputation in the marketplace. Role Description The Accountant Full Charge is a full-time, on-site role based in New York, NY, responsible for end-to-end accounting and day-to-day financial operations. This role manages the general ledger, processes accounts payable and receivable, reconciles bank and credit card accounts, and prepares monthly, quarterly, and annual financial statements, filing NY state tax. The position oversees payroll entries, maintains accurate inventory and cost accounting records, and ensures compliance with relevant tax, regulatory, and internal control requirements. The Accountant Full Charge collaborates with management on budgeting, cash flow analysis, and financial reporting, and provides timely, data-driven insights to support business decisions. This role also coordinates with external auditors and advisors as needed and continuously improves accounting processes and systems. Qualifications • Strong general accounting skills, including full-charge bookkeeping, general ledger management, and preparation of financial statements., • Proficiency in accounts payable, accounts receivable, bank and credit card reconciliations, and payroll-related entries., • Experience with inventory, cost accounting, and handling financial records for product-based or retail businesses., • Ability to use accounting and ERP software, along with strong Excel skills for reporting, analysis, and reconciliation., • Knowledge of basic tax concepts, regulatory requirements, and internal controls that apply to small and mid-sized businesses., • Excellent attention to detail, organizational skills, and the ability to manage multiple deadlines in a fast-paced environment., • Strong analytical, problem-solving, and communication skills, with the ability to explain financial information to non-finance colleagues., • Ability to work on-site in New York, NY, collaborate with cross-functional teams, and handle confidential information with discretion., • Bachelor’s degree in Accounting, Finance, or a related field; relevant certifications (e.g., CPA, CMA) are a plus., • Prior experience in the jewelry, retail, or wholesale industry is beneficial but not required.

We’re looking for an experienced Full-Charge Bookkeeper / Accountant to manage the day-to-day accounting and bookkeeping needs of our business. This is a hands-on position for someone who is organized, detail-oriented, and comfortable managing multiple responsibilities. You’ll handle everything from daily transactions and reconciliations to accounts payable/receivable, reporting, payroll, and collections. This is a full-time, in-person position (Monday–Friday) from 9:00am to 6:00pm in a New York City office. Responsibilities Daily Accounting & Bookkeeping • Enter and categorize daily transactions in QuickBooks Online and our ERP system, • Maintain accurate and up-to-date financial records, • Keep accounting documents and files organized Accounts Payable & Receivable • Process vendor invoices and customer payments, • Manage accounts payable and accounts receivable, • Review aging reports and monitor outstanding balances Reconciliations • Complete monthly bank and credit card reconciliations, • Resolve discrepancies Collections • Follow up with customers regarding outstanding invoices, • Communicate regularly with customers to help ensure timely payment Financial Reporting • Prepare monthly and quarterly P&L, Balance Sheet, and Cash Flow statements, • Provide management with regular updates on financial activity and performance Payroll • Process payroll and maintain employee records Compliance & Audit Support • Maintain accurate records in accordance with accounting standards, • Prepare documentation and assist with audits and financial reviews as needed Qualifications • 5+ years of bookkeeping or accounting experience, • Strong working knowledge of QuickBooks Online, • Strong understanding of accounting principles and financial reporting, • Proficient in Excel, including VLOOKUP, Pivot Tables, and formulas, • Experience managing accounts payable, accounts receivable, reconciliations, and collections, • Strong attention to detail and organizational skills, • Able to manage multiple priorities and meet deadlines, • Comfortable communicating with customers, vendors, and coworkers, • Experience with a CPA firm or family-owned business is a plus Salary: $80,000 - $100,000 Benefits: • Health insurance, • Paid time off Location: New York, NY (10017)

Description Staff Accountant — Sequoia Property Management | Mount Kisco, NY Sequoia Property Management is a family-owned firm managing condominiums, cooperatives, and homeowners associations, along with select rental and commercial properties, across New York City, Westchester County, and Fairfield County, Connecticut. We're building out our finance team, and this role sits at the center of it. You'll handle the accounting that keeps our buildings running — and because we're a small office, you'll see the whole business rather than one slice of it. If you want to learn how property management actually works from the financial side, this is a good place to do it. What you'll do • Process accounts payable — vendor invoices, coding to the correct property and GL account, check runs, and year-end 1099 preparation, • Manage accounts receivable — monthly common charge and maintenance billing, shareholder and unit owner ledgers, late fee application, and collections follow-up, • Prepare monthly management reports and financial statement packages for each property, • Reconcile bank accounts across building operating and reserve accounts, • Record journal entries and support the monthly close, • Assist with annual budget preparation for each property, • Support the year-end audit and prepare schedules for our outside accountants, • Field billing questions from shareholders, unit owners, and vendors, • Track real estate taxes, insurance, and mortgage escrows, • Maintain building records and process unit closings and transfers, • Pitch in wherever the finance team needs it — this is a small office and the work varies What we're looking for • Associate's or Bachelor's degree in Accounting, Finance, or a related field — or equivalent hands-on experience, • 1–4 years of AP/AR, bookkeeping, or full-cycle accounting experience, • Strong Excel skills and comfort working with large volumes of detail, • Experience with QuickBooks; exposure to property management accounting software is a plus — we run Property Boulevard, and experience with Yardi, AppFolio, or MRI transfers well, • Accuracy, follow-through, and the judgment to flag something that looks wrong rather than post it, • Discretion — you'll be handling owners' and shareholders' financial information, • Bilingual English/Spanish a plus given the buildings and vendors we work with, • Property management, real estate, or construction accounting experience is welcome but not required — we'll train the right person What we offer • Salary of $65,000–$85,000, depending on experience, • Health Insurance, 401K among more., • Real exposure to the business, working directly with our Assistant Controller and ownership, • Room to grow as the finance team builds out, • Sequoia Property Management is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

Senior Private Credit Fund Accountant / Fund Controller – Contract Locations: Toronto, ON or New Jersey, USA Contract: Initial 6 months, with potential extension Working arrangement: Hybrid, with regular (3 days) office attendance required Level: Experienced Manager, VP, Fund Controller or equivalent Compensation: Competitive hourly contract rate, dependent on experience and location The Opportunity WSS Associates is supporting a leading global alternative investment services provider seeking experienced Private Credit Fund Accounting professionals for an initial six-month assignment. The business is looking to strengthen its existing fund accounting capabilities and is particularly interested in individuals who can bring immediate, hands-on expertise across private credit, direct lending and alternative investment funds. This opportunity is open to experienced fund accountants, senior managers, fund controllers, independent consultants and professionals who have previously held more senior positions but are now interested in contract assignments. Technical capability and the ability to deliver independently are more important than job title. Key Responsibilities • Prepare, review and oversee NAV calculations for private credit and direct lending funds., • Support the accounting and reporting of loan investments, including originations, repayments, interest accruals, PIK interest and related adjustments., • Review general ledgers, investment reconciliations, financial statements and supporting schedules., • Support fund-level accounting, including capital calls, distributions, management fees, investor allocations and waterfalls., • Investigate and resolve accounting discrepancies and complex credit-related issues., • Work closely with fund accounting, loan servicing, operations, client service and financial reporting teams., • Support month-end, quarter-end and other reporting deadlines., • Provide technical guidance and hands-on support to existing team members., • Identify and help resolve operational or accounting issues where appropriate. Experience Required • Strong experience in fund accounting, ideally within private credit, private debt or direct lending., • Practical experience preparing or reviewing fund NAVs and financial reporting., • Understanding of loan accounting, interest accruals, PIK interest and credit investment transactions., • Strong accounting knowledge, including US GAAP and/or IFRS as relevant., • Advanced Excel skills and experience working with fund accounting systems., • Ability to work independently, manage deadlines and contribute with limited supervision., • Strong communication skills and experience working across accounting and operational teams. Particularly Relevant Backgrounds We welcome interest from professionals currently or previously working as: • Private Credit Fund Accounting Managers or VPs, • Senior Fund Accountants or Supervisors, • Fund Controllers or Fund Finance Directors, • Private Debt Accounting Specialists, • Interim Fund Accounting Managers, • Independent Fund Accounting Consultants Experience gained within fund administrators, private credit investment managers, direct lending platforms or alternative investment firms would be particularly relevant. Previous contract experience is beneficial but not essential. Why Consider This Assignment? This is an opportunity to apply specialist private credit accounting expertise within an established global alternatives business, without necessarily committing to another permanent leadership position. Candidates must be able to work on a hybrid basis in Toronto or New Jersey City.

Senior Accountant Location: New York City Reports To: Chief Financial Officer Position Overview A growing alternative investment management firm is seeking a highly motivated and detail-oriented Senior Accountant to join its finance and accounting team. Reporting directly to the Chief Financial Officer, this individual will support both private credit fund accounting and management company accounting. The role offers broad exposure across investment vehicles and the management company, including financial reporting, investor reporting, cash management, budgeting, liquidity forecasting, and operational initiatives. The ideal candidate has experience or exposure within alternative investments, partnership accounting, or investment accounting and is comfortable working in a fast-paced, entrepreneurial environment with direct access to senior leadership. Key Responsibilities Fund Accounting & Operational Support • Coordinate with third-party fund and loan administrators, auditors, and tax providers, • Maintain loan accrual schedules and reconcile activity to administrator records, • Assist with monthly and quarterly investor reporting, • Support quarterly valuation processes, • Assist with capital calls, distributions, and performance calculations, • Maintain fund and portfolio track-record reporting Management Company Accounting • Support monthly close and financial reporting processes, • Assist with budgeting and variance analysis across revenue and operating expenses, • Support cash forecasting and short-term liquidity planning, • Assist with compliance-related accounting and operational activities in partnership with external providers Process Improvement & Strategic Support • Help develop and enhance accounting processes, internal controls, and reporting workflows, • Support technology, automation, and accounting process improvement initiatives, • Partner cross-functionally with investment, compliance, investor relations, and operations teams, • Participate in system implementations, strategic finance projects, and ad hoc analyses Qualifications • Bachelor’s degree in Accounting, Finance, or a related field, • 4+ years of accounting experience, preferably within alternative investments, asset management, private credit, or a related financial services environment, • Understanding of GAAP, partnership accounting, and investment accounting concepts, • Familiarity with management company accounting and operating entity financials, • Advanced Microsoft Excel skills Preferred Profile • Strong analytical and problem-solving skills, • Excellent attention to detail and organizational capabilities, • Ability to independently manage multiple priorities and deadlines, • Strong written and verbal communication skills, • Comfortable interacting directly with senior leadership, • Entrepreneurial mindset with a willingness to take ownership and operate in a hands-on environment

Are you looking for a new opportunity after receiving your CPA license? Are you a CPA candidate looking for a role to work under a CPA and learn a new industry. This group is seeking someone with a CPA or coursework to sit under a manager on their team. This Development Accountant provides comprehensive accounting, budgeting, and financial reporting support for development entities, ensuring timely and accurate financial statements through detailed general ledger analysis. This company is well known in both development and real estate management. Work remote one day a week/summer hour schedule! Excellent benefits and company culture. Duties Include: • Support development accounting operations by preparing and posting monthly journal entries in the Yardi general ledger system., • Review and code vendor invoices accurately, performing analysis and reconciliations to ensure expenses are recorded in the appropriate general ledger accounts., • Prepare monthly bank reconciliations and coordinate with Transaction Services to resolve reconciling items promptly., • Track project expenditures against Investment Committee–approved budgets and reconcile development project costs between the project cost system and the general ledger., • Process construction loan funding and draw requests, collaborating with project accountants to ensure complete documentation, timely submissions, and prompt vendor payments., • Assist in the preparation of monthly financial statements, including income statements, balance sheets, and cash flow statements., • Prepare and distribute monthly financial reports for development entities to internal management and external partners., • Reconcile intercompany transactions and balances to ensure accurate financial reporting., • Support internal and external audit processes, including construction cost audits, by preparing required schedules and documentation., • Participate in transaction closings by reviewing settlement statements, preparing opening journal entries, and calculating gains on sale., • Collaborate with general accounting teams, development teams across multiple regions, and joint venture partners to ensure accurate reporting and compliance with accounting standards., • Perform special accounting analyses and projects as assigned. Requirements: • Bachelor's degree in accounting or finance, • At least 2 years' experience in accounting, real estate or development experience a plus!, • CPA or meets education requirements to sit for the CPA preferred

Job DescriptionRole Title: Accountant / Auditor Role Type: Contractor Location: Remote We are seeking experienced Accountants and Auditors to contribute to an AI training project focused on financial reporting, auditing, and tax compliance. You'll apply your financial expertise to evaluate documentation, assess compliance, and provide practical insights that improve AI performance. No prior AI experience is required. Key Responsibilities • Review financial statements for accuracy and compliance with GAAP or IFRS standards., • Develop and validate financial models using advanced Excel functions., • Evaluate audit procedures, internal controls, and supporting documentation., • Review tax compliance documents for accuracy and regulatory alignment., • Prepare detailed reports summarizing findings and recommendations., • Contribute real-world financial scenarios and case studies for AI training., • Provide constructive feedback on financial documentation and reporting practices.Required Qualifications, • At least 5 years of experience in financial reporting, auditing, or tax compliance., • Strong knowledge of GAAP, IFRS, and international financial reporting requirements., • Advanced Excel skills, including financial modeling and analytical functions., • Experience conducting audits and preparing audit documentation for diverse business entities., • Strong analytical skills and the ability to communicate complex financial concepts clearly., • Excellent written and verbal communication skills. Preferred: CPA, ACCA, or equivalent professional certification, with experience in process improvement or technology-driven finance projects.

Senior Accountant ($10B Private Credit Fund) • Compensation: $160,000 - 200,000 TC (Base + Bonus), • Manhattan Based, • Will oversee/review Fund Admin work. Handle in-house Management Company accounting., • Act as the Right Hand to the CFO. They are building out the Accounting/Finance Team. You will have the opportunity to grow into Assistant Controller -> Controller., • Open to candidates with PE or Credit accounting backgrounds. Fund Accounting experience can be at a Fund or Admin. Also open to candidates out of Public, but must have audited PE or Credit Funds. Position Overview We are seeking a highly motivated, detail-oriented Senior Accountant to join our lean, growing finance team. Reporting directly to the Chief Financial Officer, this role offers broad exposure across both private credit investment vehicles and management company accounting functions. The ideal candidate brings a strong foundation in partnership and alternative investment accounting, combined with a desire to take ownership across financial reporting, cash management, budgeting, and operational enhancements in a fast-paced environment. Key Responsibilities Private Credit Fund Accounting & Operations • Coordinate day-to-day operations with third-party fund administrators, external auditors, and tax advisors., • Maintain loan interest accrual schedules and reconcile books against loan administration records., • Assist with the preparation and review of monthly and quarterly investor reports., • Support the quarterly portfolio valuation process and track record maintenance., • Help execute capital calls, distributions, and fund performance calculations. Management Company Accounting • Assist in the month-end closing process, financial statement preparation, and management reporting., • Support budgeting, expense allocation, and variance analysis for revenue and operating expenses., • Maintain the 13-to-16 week rolling cash forecast and assist with daily liquidity management., • Assist with firmwide compliance administration in coordination with third-party compliance partners. Process Improvement & Cross-Functional Projects • Identify opportunities to streamline accounting workflows, strengthen internal controls, and integrate AI tools into daily finance operations., • Partner cross-functionally with investment, compliance, investor relations, and operations teams., • Participate in system implementations, strategic finance initiatives, and ad hoc analysis for senior leadership. Qualifications Education: Bachelor’s degree in Accounting or Finance. Certification: CPA (or CPA track) preferred. Experience: 3–6 years of accounting experience, ideally within public accounting (financial services practice) or directly at an alternative asset manager (private credit, private equity, or hedge fund). Technical Skills: Solid foundation in US GAAP, partnership accounting, and investment fund structures. Familiarity with management company accounting concepts. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that _. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees _., • Virginia residents may access our state specific policies _., • Residents of all other states may access our policies _., • Canadian residents may access our policies in English and in French ., • Residents of countries governed by GDPR and UK GDPR may access our policies _. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (_). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Position: Payroll Accountant Location: Downtown, NYC (In-Office) Salary: $60k – $70k NYC based Savings Bank seeks a Payroll Accountant to join their Team! Responsibilities · Process bi-weekly payroll: Reviews timecards, rate changes, and process payroll. Ensures required signatures are obtained, completed and posted to GL. Updates and maintains payroll files and database to reflect personnel payroll changes. · Calculates and maintains Loan Officers Commissions and process Branch incentives · Assist employees, timekeepers and supervisors with system training, payroll issues, and request for payroll information. · Research payroll issues/discrepancies, and processes necessary corrections. Comply with regulatory standards and policies and procedures of payroll. · Prepares and files bi-weekly, monthly, quarterly, and annual reports. Imports and exports reports from the accounting and payroll computer programs for processing. Reconciles assigned accounts. · Assist payroll related audits · Prepare journal entries and reconciliations. Research discrepancies and makes necessary corrections as needed · Prepare FRB and other cash accounts reconciliations · Prepares investment and negotiable CDs accounting and reporting. · Prepares investment and negotiable CDs transactions such as purchases, sales, payments, market value adjustments and the monthly investment portfolio reconciliation process. · Assist in month end closing, financial reporting, and variance analysis. · Assist internal & external audit and regulatory examination preparation. Qualifications · 3 years of Payroll Accounting experience · Must have solid Excel knowledge. · Paychex Desired

LHH Recruitment Solutions is working with a publicly traded and growing organization seeking an Accounting Manager to join its Corporate Accounting team. This is a highly visible role reporting directly to the Controller, offering the opportunity to lead key close activities, strengthen internal controls, and drive process improvements across the accounting function. The ideal candidate will bring a blend of public accounting and industry experience, strong technical accounting knowledge, and a passion for improving processes through automation and scalable best practices. What You'll Do • Lead month-end and quarter-end close activities, ensuring accurate and timely financial reporting, • Review and approve journal entries, reconciliations, and general ledger activity within NetSuite, • Oversee employee expense reimbursement and corporate credit card accounting processes, • Manage accounting related to revenue recognition, deferred revenue, leases, fixed assets, and other corporate accounting areas, • Partner closely with FP&A, Operations, and SEC Reporting to ensure accurate financial reporting and analysis, • Drive accounting process improvements and support initiatives focused on automation and close optimization, • Maintain balance sheet reconciliations and resolve outstanding reconciling items, • Support the preparation of financial statement disclosures and technical accounting analyses, • Assist with regulatory reporting requirements and subsidiary compliance filings, • Collaborate with banking partners and support treasury-related initiatives, • Develop, maintain, and enhance accounting policies, procedures, and internal controls, • Mentor and support a Senior Accountant while helping elevate the overall accounting function SOX & Compliance • Coordinate SOX compliance activities, including control documentation, testing support, and audit readiness, • Partner with internal and external auditors during quarterly and annual audits, • Evaluate and strengthen internal control processes in accordance with SOX and COSO frameworks Qualifications • Bachelor's degree in Accounting or Finance, • 5-7+ years of progressive accounting experience, • CPA preferred, but not required, • Big 4 or public accounting experience, • Combination of public accounting and corporate accounting experience preferred, • Experience working in a public company or SOX-regulated environment, • NetSuite experience highly preferred, • Strong understanding of U.S. GAAP, financial reporting, and internal controls, • Proven ability to manage multiple priorities in a fast-paced environment Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Would you like the opportunity to work for a national recognized company with an excellent reputation in commercial property management and real estate? This group is looking for a Property Accountant to work in their office located in Midtown. This person is responsible for evaluating and interpreting financial data, preparing accurate reports, and maintaining records related to an organization's assets, liabilities, revenues, expenses, tax obligations, and overall financial performance. • Process day-to-day accounting transactions, including applying customer payments, preparing bank deposits, posting cash receipts, reviewing vendor invoices, updating gross sales reports, and handling tenant billing adjustments and prepayment allocations., • Manage the monthly close cycle by recording operational activity and ensuring timely and accurate financial reporting., • Prepare supporting schedules and account reconciliations for balance sheet and income statement accounts., • Reconcile bank accounts and cash activity on a monthly basis, ensuring all transactions are accurately recorded., • Record rental revenue, recoveries, and other property-related income while validating cash collections., • Maintain fixed asset records, including capitalization, depreciation, and amortization calculations., • Track and amortize prepaid expenses, deferred income, insurance costs, and loan-related fees., • Reconcile security deposit accounts to subsidiary ledgers and resolve discrepancies as needed., • Calculate, accrue, and monitor property tax obligations, maintaining an understanding of assessment methodologies., • Record debt-related transactions, including principal reductions, interest expense, and escrow activity., • Analyze and account for bad debt reserves, prepaid rent balances, and other tenant-related accounting items., • Process and record payroll transactions on a biweekly basis., • Accrue monthly liabilities such as utilities, debt service obligations, and other operating expenses., • Record management fees, asset management charges, and general administrative expenses., • Partner with Asset Management teams to ensure proper classification of capital expenditures and operating costs., • Perform budget-to-actual variance analyses each month and provide explanations for significant fluctuations., • Support financial analysis initiatives and assist with special projects as requested., • Prepare and distribute monthly financial reports for ownership groups, investors, and lending partners., • Develop recurring forecasts, including income projections, expense estimates, and cash flow analyses., • Consolidate financial results on a quarterly basis across properties or entities., • Assist in the creation and administration of the annual operating budget., • Complete CAM reconciliations and related tenant billings., • Coordinate with external auditors and provide support during annual audit engagements., • Perform additional accounting and finance duties as assigned., • Seeking candidates with at least 5 years experience in property accounting, • Bachelor's Degree Preferrered