Healthcare

Seasonal Tax Preparer - Retail

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Arlington, TX

  • no content

Institutional Client Operations Analyst

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity: The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions Subject matter expert as it relates to international institutional funds and separately managed accounts Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements Communicate detailed international institutional investor account information to senior members of the Company Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: Bachelor's degree or equivalent combination of education/experience At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful Familiar with securities, financial markets and institutional account types Excellent communication skills and experience with customer/client service Project management experience, ability to adjust workload based on priority, and passion with process improvements Responsible, accountable, detail-oriented and internally motivated Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Saint Petersburg, FL

  • no content

Global Custody Management Custodian Program Manager

The Opportunity: As a GCM Custodian Program Manager, you will be the head B2B relationship lead for custodians within a geographical region. You will set regional priorities, oversee service quality and relationship health, and work with custodians and company partners to improve service levels, support business growth. Your work will involve the delivery of high‑impact custody‑related programs that move the business forward, such as custody onboarding, service oversight, performance management, fee and contract support, and other process improvement programs. You will lead and support a variety of projects that contribute to critical plans and influence improvements that directly impact client service. You will report to a GCM Team Leader. The Day-to-Day: Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability Your Qualifications: Minimum 5 years of project management experience, B2B and/or in financial services Strong interpersonal, verbal, and written communication skills Exceptional critical thinking, organizational and time management skills Thrive in a fast-paced environment, demanding flexibility and creativity Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them Microsoft Excel and JIRA experience preferred, not required Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Arlington, TX

  • no content

Seasonal Tax Preparer - Retail

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Frisco, TX

  • no content

Global Business Process Management Analyst

The Opportunity: The Global Business Process Management Group is looking for a Business Process Analyst to help drive measurable business process improvements aligned with Global Private Client Group (PCG) goals. The Business Process Analyst works cross-functionally within Global PCG to understand and develop our primary value chain, unify our business processes, and measurably increase efficiency while improving the user experience for both our internal and external clients. The Day-to-Day: Drive measurable business process improvements aligned with Global PCG objectives Work cross-functionally with Global PCG, PMG, external vendors, and technology partners to implement solutions to key business problems with an ability to take an idea from ideation to implementation Partner with the business and technology stakeholders to assess areas for improvement Conduct root cause analysis formulating clear problem statements, process assessments, and plans for improvement Lead process redesign and re-engineering workshops with end users Work within the Scrum structure to write, refine and test users stories, and conduct hypercare in production Effectively communicate to stakeholders, leadership, and users throughout the project lifecycle Maintain business processes and project plan documentation Your Qualifications: 3 years of experience as a Business Process Analyst or similar position Experience communicating with management and executives Experienced in process improvements and managing projects working with multiple partners Process mapping using MS Visio or similar tools Project tracking with software like Atlassian Confluence or Jira Experience with the software development life cycle including the Agile Methodology Compensation: $75,000 - $120,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Gresham, OR

  • no content

Lead Azure Cloud Engineer

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for an Azure Technical Lead to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As an Azure Technical Lead, you will report to the Cloud Platform Team Lead and will be responsible for mentoring, supporting, and teaching a team of cloud engineers in designing, implementing, and managing our Azure-based cloud infrastructure. As a hands-on Technical Lead, you will consult and contribute to process improvements of IT policies, procedures, tools, security controls and infrastructure. You will also conduct research and proof of concept activities and provide recommendations for new technologies, techniques and tools to add value by increasing efficiency while improving service quality. The Day-to-Day: Guide, mentor, and manage a team of cloud engineers promoting a collaborative and high-performance work environment Conduct regular team meetings for code reviews, cross team collaboration opportunities, design reviews and training sessions to ensure continuous development and alignment with our goals Lead incident response and root cause analysis for Cloud platform services Aide in designing and managing scalable and resilient cloud infrastructure and automation tooling for routine operation tasks Oversee the implementation, configuration, and maintenance of Azure resources Ensure the reliability, availability, and performance of the Azure environment through proactive monitoring, optimization, and troubleshooting Manage cloud costs and increase resource usage to achieve cost efficiency Work with solution architects and partners to confirm developed solutions align with existing standards, meet security controls and meet cloud computing best practices Identify opportunities for process improvements, automation, and the use of new technologies to enhance the Azure cloud environment Stay up to date with the latest Azure features, tools, and best practices, and share this knowledge with the team Investigate and monitor current-state cloud usage, solutions in use, risks, gaps, limitations and recommend solutions, optimizations and remediation Ensure cloud services and toolsets are deployed with best practices and documentation Your Qualifications: 10 years of experience in IT Infrastructure cross platform technology areas, with implementing and maintaining expertise of Azure cloud services. 5 years of experience building, deploying and managing IaaS and PaaS services on Microsoft Azure platform. 4 years of experience with Infrastructure as Code (IaC) using Terraform, including building reusable modules, managing state, and promoting infrastructure changes through automated CI/CD pipelines. 2 years of hands-on experience on Kubernetes and containerized workloads Preferred knowledge on AI platforms such as Microsoft Azure AI or similar cloud-based AI services Hands-on experience implementing Azure security and governance controls, including Azure Policy, Defender for Cloud, secure landing zones, identity governance, secret management and compliance enforcement. Strong working networking knowledge (DNS, routing, firewalls, and private access) Scripting and automation of builds, workflows, tasks and other integration aspects Linux and Microsoft Windows server administration Experience with configuration management tools such as Ansible, Puppet, or Chef Azure DevOps Engineer Expert or Azure Solutions Architect Expert cloud certification Compensation: $160,000 - $215,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Gresham, OR

  • no content

Senior Estate Planning Professional

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration. In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization. The Day-to-Day: Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity. Perform comprehensive evaluations of clients’ existing trust and estate structures Review a variety of estate planning documents including, but not limited to: Wills Trusts General Powers of Attorney Healthcare Powers of Attorney Living Wills Buy/Sell Agreements Identify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teams Respond to estate planning inquiries from clients and internal stakeholders Work directly with clients to collect information and organize records needed for estate and trust documentation Participate in the creation and implementation of client education programs and training initiatives Contribute to written planning materials, client resources, and internal reference tools Manage all phases of various projects from envisioning through deployment Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency Mentor and support team members through coaching and knowledge-sharing Travel when needed to support client meetings and client programs Your Qualifications: Juris Doctorate (J.D.) degree Minimum of ten (10) years of experience working in trust/estate planning space. Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies. Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences Exposure to multistate estate planning considerations, trust structures, and tax strategies. Advanced qualitative and analytical reasoning skills Ability to analyze various situations and develop creative solutions Exceptional attention to detail Adaptability in a fast-paced, collaborative team environment Strong organizational and prioritization capabilities Ability to handle sensitive materials and information with discretion Proficient in Microsoft Office software Willingness to travel as needed and on demand for in-person client engagements. Willingness to host in-person client program events. Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Garland, TX

  • no content

CDL A Shuttle Truck Driver

JOB SUMMARY Sysco has immediate job openings for dependable CDL A Shuttle Delivery Truck Drivers to safely and efficiently operate a tractor-trailer and transport doubles (potentially triples) between Sysco facility and shuttle yards. You may be required, on an as-needed basis, to unload/deliver various products to customer locations on an assigned route schedule. QUALIFICATIONS Requirements 21 years of age. Pass employment testing Commercial Vehicle Drivers must have the ability to read and speak the English language sufficiently to converse with the general public, to understand highway traffic signs and signals in the English language, to respond to official inquiries, and to make entries on reports and records. Certificates, Licenses, and Registrations Valid Class A Commercial Driver license with a driving record that meets company insurability standards.​ Doubles/Triples Endorsement preferred Physical Demands Touch freight – may need to lift, push or move product weighing an average of 40-60 pounds and as much as 100 pounds occasionally. BENEFITS CDL A Shuttle Delivery Truck Drivers are home daily. Excellent pay. Paid vacation and holidays. Comprehensive healthcare benefits. Generous retirement benefits. Employee discount programs. Discounts on Sysco stock (SYY). – where applicable Ongoing training and career growth opportunities. Uniforms. More benefits, too many to name. Sysco is more than just a place to work. Our passion for food and our customers has made us the industry leader. To remain on top, we will continue to think bigger, work harder and never give up. Are you ready to drive success as a Sysco CDLA Shuttle Delivery Truck Driver? Apply today!

  • Midway, FL

  • no content

Global Business Process Management Analyst

The Opportunity: The Global Business Process Management Group is looking for a Business Process Analyst to help drive measurable business process improvements aligned with Global Private Client Group (PCG) goals. The Business Process Analyst works cross-functionally within Global PCG to understand and develop our primary value chain, unify our business processes, and measurably increase efficiency while improving the user experience for both our internal and external clients. The Day-to-Day: Drive measurable business process improvements aligned with Global PCG objectives Work cross-functionally with Global PCG, PMG, external vendors, and technology partners to implement solutions to key business problems with an ability to take an idea from ideation to implementation Partner with the business and technology stakeholders to assess areas for improvement Conduct root cause analysis formulating clear problem statements, process assessments, and plans for improvement Lead process redesign and re-engineering workshops with end users Work within the Scrum structure to write, refine and test users stories, and conduct hypercare in production Effectively communicate to stakeholders, leadership, and users throughout the project lifecycle Maintain business processes and project plan documentation Your Qualifications: 3 years of experience as a Business Process Analyst or similar position Experience communicating with management and executives Experienced in process improvements and managing projects working with multiple partners Process mapping using MS Visio or similar tools Project tracking with software like Atlassian Confluence or Jira Experience with the software development life cycle including the Agile Methodology Compensation: $75,000 - $120,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Salmon Creek, WA

  • no content

Tax Professional - TurboTax Store

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Mecca, CA

  • no content

Senior Tax Professional – In-Store

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Lake Success, NY

  • no content

Senior Estate Planning Professional

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration. In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization. The Day-to-Day: Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity. Perform comprehensive evaluations of clients’ existing trust and estate structures Review a variety of estate planning documents including, but not limited to: Wills Trusts General Powers of Attorney Healthcare Powers of Attorney Living Wills Buy/Sell Agreements Identify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teams Respond to estate planning inquiries from clients and internal stakeholders Work directly with clients to collect information and organize records needed for estate and trust documentation Participate in the creation and implementation of client education programs and training initiatives Contribute to written planning materials, client resources, and internal reference tools Manage all phases of various projects from envisioning through deployment Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency Mentor and support team members through coaching and knowledge-sharing Travel when needed to support client meetings and client programs Your Qualifications: Juris Doctorate (J.D.) degree Minimum of ten (10) years of experience working in trust/estate planning space. Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies. Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences Exposure to multistate estate planning considerations, trust structures, and tax strategies. Advanced qualitative and analytical reasoning skills Ability to analyze various situations and develop creative solutions Exceptional attention to detail Adaptability in a fast-paced, collaborative team environment Strong organizational and prioritization capabilities Ability to handle sensitive materials and information with discretion Proficient in Microsoft Office software Willingness to travel as needed and on demand for in-person client engagements. Willingness to host in-person client program events. Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Addison, TX

  • no content