Sales Consultant

JOB SUMMARY This position carries out and achieves a sales plan assigned by the Sysco Specialty Meat Group (SSMG) company. This individual achieves maximum sales profitability, growth and account penetration with an assigned territory by effectively selling the company’s products. He/she promote, sell, secures orders from existing and prospective customers through a relationship approach. This role demonstrates products and services to existing/potential customers and assists them in selecting those best suited to their needs. RESPONSIBILITIES Establish, develop and maintain business relationships with current customers and prospective customers in the assigned territory to generate new business for the Sysco Specialty Meat Group's (SSMG) products and services. Make in-person visits and presentations to existing and prospective customers. Taking customer orders with SSMG goals in mind: sales and GP/Stop maximization. Participate, review and oversee input of orders for customers via communication with inside sales partners. React timely to customer problems and needs. Review daily out of stocks, shortages, transportations issues and implement solutions quickly. Review, analyze and react to daily/weekly sales and margin reports looking for improvement opportunities. Keep abreast of product applications, technical services, market conditions, competitive activities, trends and who the other distributors/sales organizations are in your market. Participate in Sysco Specialty Meat Group (SSMG) training and customer events. Participate in Sales meetings held by Sysco Sales leaders. Develop a relationship with accounts payable (A/P) contact at every account. Participate and coordinate communication between them and SSMG account receivable manager/representative. Implement ”Ask Early and Often” to control days sales outstanding (DSOs) and know signs to know when to say “No Ship or Cash on Delivery (COD)”. Update bid files, customer profiles, and customer call sheets to ensure proper pricing and accuracy of needed items-thus reducing costly credits and returns. QUALIFICATIONS Education High School diploma Preferred: 4-year degree in culinary arts, business, marketing, agriculture/animal science or related studies Experience 2-year prior food service and/or sales background strongly preferred. Professional Skills Deep expertise of meat and seafood category or restaurant/culinary background with a shown capacity to quickly learn and apply new knowledge. Consultative sales ability. Must be self –motivated and accountable for time management without constant supervisor direction. Exhibit strong customer relations skills and a sense of urgency in meeting customer needs. Basic computer skills and proficiency with MS Outlook. DECISION-MAKING AUTHORITY Most important decisions made fully independently: Approach to building relationships with customers/stakeholders. Time and customer management. Customer pricing. Self-motivation. Most important decisions made with review and approval of other individuals or supervisors (include the reviews/approvals required): Sales strategy. Contract pricing and customer pricing. Authorizing credits and returns. ORGANIZATIONAL REPORTING Supervisor Title Sales VP, Director, or Manager LI-DL1

Director, Local Sales - Northern Wisconsin and Upper Michigan

The Director of Local Sales Primary Job Locations: Northern Wisconsin – Green Bay, Wausau, Eau Claire and surrounding areas. Upper Michigan – Marquette, Iron Mountain, Escanaba and surrounding areas. Position Summary: The Director of Local Sales is a member of the senior sales leadership team. This position will be included in all strategic planning, decisions, and execution as it pertains to region sales. The senior sales leadership team will consist of the VP, Region Sales, Director, Local Sales, Director, New Business Development, Director, Sales Strategy & Operations, Director, Contract Sales and Director, Business Specialist. The Director of Local Sales (DLS) role represents an escalation of skills and ability from sales management to sales leadership. Through the senior sales leadership team this position will drive the region’s strategic plan for growing sales, increasing penetration and reducing lost business. Specifically, this leadership role is responsible for driving the performance management, coaching, and deployment of the region’s Local Sales Organization with the goal of enhancing the customer experience and achieving the region’s financial plan. As noted in Sysco’s Leadership Framework; On-target performance includes exhibiting the following framework components; Core Qualities, Shaping the Future, Delivering Business Results and Leading People. Minimal travel required; up to 10% within region. ​ Responsibilities: Lead a group of District Sales Managers and sales associates to service and develop local customers within the region and deliver the agreed upon financial plan Coaching, training, performance management, and providing feedback to improve associate performance Facilitate collaborative team selling culture to maximize sales Lead and direct Customer Engagement efforts by enabling their team to provide Sysco customers with expanded service channel options (e.g. Sysco Shop) Fully leverage Sysco’s proprietary CRM tool in the management of sales planning, prospecting and daily customer engagement and drive productive utilization of the tool among all associates Successfully deliver Sysco brand results and directly manage conversion opportunities within the region Support and promote all national campaigns and promotions (e.g. Quarterly promotions) Develop and coordinate sales selling cycle and methodology Accountable for implementing the strategy for development of the sales associates and managers by full utilization the CMP process. In partnership with the VP of Sales, fully leverage Territory Planning data for all territory/customers changes or allocations Directly support the VP of Sales in implementing key corporate/market changes and programs; ensuring all sales associates achieve required behavior changes and performance metrics within the region Develop and deliver sales budgets for the region Directly influence and engage critical/developing customer accounts and ensure proper management of all other accounts in the region. Professionally represents Sysco at various community and/or business meetings to promote the company. QUALIFICATIONS Education/Experience: Minimum: Bachelor’s degree in a related field or 5 years managing professional sales team in the foodservice industry and 5 years leading a B2B sales team in a professional sales environment with demonstrated success Knowledge & Skills: Ability to lead a team of high performing district sales managers to deliver against deadlines and produce high-quality results (accuracy, thoroughness in the deliverables they are producing) Ability to effectively coach, counsel, train and direct associates Ability to supervise and motivate others Strong financial acumen and ability to properly plan and execute business plans Demonstrated skills in the area of consultative selling, networking and negotiations Business and restaurant operations acumen to manage sophisticated customers Strong interpersonal skills and ability to work with and influence a variety of key stakeholders Ability to express information in terms of profit and loss, food cost and expense ratio Strong communication skills; ability to effectively communicate with internal and external teams Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same time Ability to learn the use of proprietary CRM tools for planning and forecasting sales growth Solid analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data Embraces change and champions corporate initiatives Proficient in Microsoft Applications Suite (Word, Excel, Powerpoint, Outlook) LI-CN1

Director, Local Sales - Northern Wisconsin and Upper Michigan

The Director of Local Sales Primary Job Locations: Northern Wisconsin – Green Bay, Wausau, Eau Claire and surrounding areas. Upper Michigan – Marquette, Iron Mountain, Escanaba and surrounding areas. Position Summary: The Director of Local Sales is a member of the senior sales leadership team. This position will be included in all strategic planning, decisions, and execution as it pertains to region sales. The senior sales leadership team will consist of the VP, Region Sales, Director, Local Sales, Director, New Business Development, Director, Sales Strategy & Operations, Director, Contract Sales and Director, Business Specialist. The Director of Local Sales (DLS) role represents an escalation of skills and ability from sales management to sales leadership. Through the senior sales leadership team this position will drive the region’s strategic plan for growing sales, increasing penetration and reducing lost business. Specifically, this leadership role is responsible for driving the performance management, coaching, and deployment of the region’s Local Sales Organization with the goal of enhancing the customer experience and achieving the region’s financial plan. As noted in Sysco’s Leadership Framework; On-target performance includes exhibiting the following framework components; Core Qualities, Shaping the Future, Delivering Business Results and Leading People. Minimal travel required; up to 10% within region. ​ Responsibilities: Lead a group of District Sales Managers and sales associates to service and develop local customers within the region and deliver the agreed upon financial plan Coaching, training, performance management, and providing feedback to improve associate performance Facilitate collaborative team selling culture to maximize sales Lead and direct Customer Engagement efforts by enabling their team to provide Sysco customers with expanded service channel options (e.g. Sysco Shop) Fully leverage Sysco’s proprietary CRM tool in the management of sales planning, prospecting and daily customer engagement and drive productive utilization of the tool among all associates Successfully deliver Sysco brand results and directly manage conversion opportunities within the region Support and promote all national campaigns and promotions (e.g. Quarterly promotions) Develop and coordinate sales selling cycle and methodology Accountable for implementing the strategy for development of the sales associates and managers by full utilization the CMP process. In partnership with the VP of Sales, fully leverage Territory Planning data for all territory/customers changes or allocations Directly support the VP of Sales in implementing key corporate/market changes and programs; ensuring all sales associates achieve required behavior changes and performance metrics within the region Develop and deliver sales budgets for the region Directly influence and engage critical/developing customer accounts and ensure proper management of all other accounts in the region. Professionally represents Sysco at various community and/or business meetings to promote the company. QUALIFICATIONS Education/Experience: Minimum: Bachelor’s degree in a related field or 5 years managing professional sales team in the foodservice industry and 5 years leading a B2B sales team in a professional sales environment with demonstrated success Knowledge & Skills: Ability to lead a team of high performing district sales managers to deliver against deadlines and produce high-quality results (accuracy, thoroughness in the deliverables they are producing) Ability to effectively coach, counsel, train and direct associates Ability to supervise and motivate others Strong financial acumen and ability to properly plan and execute business plans Demonstrated skills in the area of consultative selling, networking and negotiations Business and restaurant operations acumen to manage sophisticated customers Strong interpersonal skills and ability to work with and influence a variety of key stakeholders Ability to express information in terms of profit and loss, food cost and expense ratio Strong communication skills; ability to effectively communicate with internal and external teams Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same time Ability to learn the use of proprietary CRM tools for planning and forecasting sales growth Solid analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data Embraces change and champions corporate initiatives Proficient in Microsoft Applications Suite (Word, Excel, Powerpoint, Outlook) LI-CN1

Sales Representative

Are you an experienced Sales Professional, Restaurant Manager, Culinary Manager or Chef looking for career development opportunities? Join Sysco’s World Class Sales Team and explore all the benefits and perks. Why you should join our Sales Team: Competitive base salary, bonus, plus promotional incentive opportunities Car allowance (mileage reimbursement for candidates in CA) and cell phone provided Career pathing opportunities for both entry level, and experienced individuals Opportunity to be part of a purpose driven organization that supports communities and associates Specialized sales training Individual as well as team-based selling Opportunity to learn different ethnic segments Monthly and annual sales rewards and recognition Robust benefits package including an Employee Stock Purchase Plan, & 401(k) with automatic matching JOB SUMMARY This is an outside sales position responsible for promoting the company's products and services and for building relationships with new and existing accounts. The main focus is to help Sysco customers succeed while achieving sales and profit goals established by the company. This position may require working some non-traditional hours (evening, weekends, and holidays) to successfully meet customers' needs. RESPONSIBILITIES Develop new business, penetrate existing accounts, and minimize lost business to achieve profitable sales growth and special objectives within assigned territory. Seek and qualify prospects following company account stratification goals. Research customer business needs and develops a mix of products and service to meet needs. Evaluate market trends and recommend products to customers, based on business needs and goals. Be informed of market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided. Answer customers' questions about products, prices, availability, and product use. Provide product information and practical training to customer personnel. Drive personal vehicle to customer accounts, conventions, company meetings, etc. Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms. Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (for example, out of stock items, special order items, low inventory, etc.). Participate in company functions, promotions, customer visits, and customer events. Attend and participate in general sales and district meetings. Engage in ongoing training sessions. Assist with the training of new employees as requested. Review and analyze daily and weekly reports such as special-order requests, customer bid files, and sales/gross profit margin data. Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Other duties may be assigned. QUALIFICATIONS Required Education/Experience Bachelor's degree in Business, Sales, Marketing, Hospitality, Culinary Arts or related discipline OR HSD/GED and 3 years Restaurant Management, B2B or outside sales experience, or equivalent relatable experience including completion of the Sysco Sales Internship. Preferred Qualifications Bi-Lingual Restaurant Management, Foodservice Outside Sales, Chef Experience preferred Certificates, Licenses, and Registrations Valid driver’s license with a driving record that meets company insurability standards. Current automobile insurance with the following limits of liability: Bodily injury - $100,000 each person and $300,000 each accident; property damage - $100,000 is required Requirement Pass employment testing Must sign Sysco Protective Covenants Agreement. Reside or willing to relocate to the geographical vicinity of territory. Professional Skills Basic PC skills and proficiency with MS Office. Ability to read, write, speak English. Competencies Building Trust Building Customer Loyalty Follow-up Sales Ability / Persuasiveness Managing Work Adaptability Communication

Payroll Tax Team Lead - Remote

Overview Join Payroll Tax Operations (PTO) as a Lead Tax Processor and Subject Matter Expert (Level X5). In this technical leadership role, you will act as a key operational catalyst, steering critical team initiatives, and serving as the primary go-to resource for the entire team. You will own and independently resolve the absolute most complex, high-stakes, and ambiguous customer or internal escalations. Beyond handling advanced technical casework, you will hold formal approval governance over standard operating procedures, execute structured team coaching, and facilitate routines to systematically build workforce capacity. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. Responsibilities Serve as the primary, real-time go-to technical expert for TP1, TP2, and TP3 staff, answering complex questions and teaching resolution paths to build team capability rather than dependency. Own the authoring, technical review, and formal approval of Standard Operating Procedures (SOPs) and Knowledge Base (KB) articles across core operations. Conduct structured, formal coaching sessions at least once per quarter with assigned team members using the SBIC feedback model to proactively close skill gaps. Lead or contribute to team huddles, group QA sessions, and performance board updates, serving as the primary backup facilitator for Daily Stand-Ups when the M1 manager is unavailable. Maintain total mastery of the daily business landscape, providing independent oversight of team WIP management, backlog reduction, and aging reports to recommend staffing adjustments to the M1 manager. Resolve the most severe State and Federal payroll tax notices in the queue, including multi-quarter IRS discrepancies, state audit inquiries, and cross-jurisdictional penalty assessments. Approve highly complex amended Federal (Form 941-X, W-2c) and State returns across all states, ensuring complete audit trails and ledger reconciliation. Identify systemic trends, emerging compliance risks, and Known Issues (KIs), communicating findings to the M1 manager and cross-functional stakeholders with data-driven recommended responses. Represent the team's perspective in cross-functional meetings, model an unwavering commitment to compliance integrity, and provide risk-informed alternatives under pressure. Required Qualifications 4 years of payroll tax experience with a demonstrated focus on complex tax defect resolution, notice response, and multi-state amendment filings. Prior experience functioning formally as a lead, senior specialist, or SME, with specific examples of coaching, mentoring, or training junior staff through nuanced resolution scenarios. Expert knowledge of tax payment and filing regulations across all US jurisdictions, including extensive experience with local municipal tax systems (e.g., PA, OH) and state-level programs (e.g., PFML, SDI). Advanced writing skills used to create, review, and approve Standard Operating Procedures and technical documents for a tax processor audience without requiring revision. Demonstrated extreme ownership of team Service Level Agreements by consistently identifying "red flags" and resolving workflow barriers before they impact the business. A consistent "validation-first" mindset, habitually bringing fully vetted potential solutions and technical alternatives to leadership rather than just identifying problems. 5 years of experience independently handling highly sensitive customer and internal peer escalations with minimal leadership guidance. 4 years of experience in contact center, customer service, or back-office operations enabling the seamless navigation of high-volume, service-related business needs. Comfortable with leveraging and testing AI (artificial intelligence) tools in order to complete daily tasks and drive continuous improvement across team workflows. Preferred Qualifications Certified Payroll Professional (CPP) designation is highly preferred, or expected within 18 months of placement (Enrolled Agent designation is a strong differentiator). High proficiency in driving Lean management practices, including the consistent execution of Daily Huddles, Gemba Walks, and the use of Daily Management boards to resolve operational bottlenecks. History of exceeding standard metrics while maintaining a personal quality accuracy rate of 95% or higher. 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): $46.00 - $62.00 Southern California: $46.00 - $62.00 Colorado: $38.00 - $51.00 District of Columbia: $38.00 - $51.00 Hawaii: $39.50 - $53.50 Illinois: $38.00 - $51.00 Maine: $34.50 - $46.50 Maryland: $38.00 - $51.00 Massachusetts: $39.50 - $53.50 Minnesota: $34.50 - $46.50 New Jersey: $39.50 - $53.50 New York: $46.00 - $62.00 Ohio: $34.50 - $46.50 Vermont: $38.00 - $51.00 Virginia: $38.00 - $51.00 Washington: $39.50 - $53.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Payroll Tax Operations and Services Lead - SelectTime

Overview Join Payroll Tax Operations (PTO) as a Lead Tax Processor and Subject Matter Expert (Level X5). In this technical leadership role, you will act as a key operational catalyst, steering critical team initiatives, and serving as the primary go-to resource for the entire team. You will own and independently resolve the absolute most complex, high-stakes, and ambiguous customer or internal escalations. Beyond handling advanced technical casework, you will hold formal approval governance over standard operating procedures, execute structured team coaching, and facilitate routines to systematically build workforce capacity. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. Responsibilities Serve as the primary, real-time go-to technical expert for TP1, TP2, and TP3 staff, answering complex questions and teaching resolution paths to build team capability rather than dependency. Own the authoring, technical review, and formal approval of Standard Operating Procedures (SOPs) and Knowledge Base (KB) articles across core operations. Conduct structured, formal coaching sessions at least once per quarter with assigned team members using the SBIC feedback model to proactively close skill gaps. Lead or contribute to team huddles, group QA sessions, and performance board updates, serving as the primary backup facilitator for Daily Stand-Ups when the M1 manager is unavailable. Maintain total mastery of the daily business landscape, providing independent oversight of team WIP management, backlog reduction, and aging reports to recommend staffing adjustments to the M1 manager. Resolve the most severe State and Federal payroll tax notices in the queue, including multi-quarter IRS discrepancies, state audit inquiries, and cross-jurisdictional penalty assessments. Approve highly complex amended Federal (Form 941-X, W-2c) and State returns across all states, ensuring complete audit trails and ledger reconciliation. Identify systemic trends, emerging compliance risks, and Known Issues (KIs), communicating findings to the M1 manager and cross-functional stakeholders with data-driven recommended responses. Represent the team's perspective in cross-functional meetings, model an unwavering commitment to compliance integrity, and provide risk-informed alternatives under pressure. Required Qualifications 4 years of payroll tax experience with a demonstrated focus on complex tax defect resolution, notice response, and multi-state amendment filings. Prior experience functioning formally as a lead, senior specialist, or SME, with specific examples of coaching, mentoring, or training junior staff through nuanced resolution scenarios. Expert knowledge of tax payment and filing regulations across all US jurisdictions, including extensive experience with local municipal tax systems (e.g., PA, OH) and state-level programs (e.g., PFML, SDI). Advanced writing skills used to create, review, and approve Standard Operating Procedures and technical documents for a tax processor audience without requiring revision. Demonstrated extreme ownership of team Service Level Agreements by consistently identifying "red flags" and resolving workflow barriers before they impact the business. A consistent "validation-first" mindset, habitually bringing fully vetted potential solutions and technical alternatives to leadership rather than just identifying problems. 5 years of experience independently handling highly sensitive customer and internal peer escalations with minimal leadership guidance. 4 years of experience in contact center, customer service, or back-office operations enabling the seamless navigation of high-volume, service-related business needs. Comfortable with leveraging and testing AI (artificial intelligence) tools in order to complete daily tasks and drive continuous improvement across team workflows. Preferred Qualifications Certified Payroll Professional (CPP) designation is highly preferred, or expected within 18 months of placement (Enrolled Agent designation is a strong differentiator). High proficiency in driving Lean management practices, including the consistent execution of Daily Huddles, Gemba Walks, and the use of Daily Management boards to resolve operational bottlenecks. History of exceeding standard metrics while maintaining a personal quality accuracy rate of 95% or higher. 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): $46.00 - $62.00 Southern California: $46.00 - $62.00 Colorado: $38.00 - $51.00 District of Columbia: $38.00 - $51.00 Hawaii: $39.50 - $53.50 Illinois: $38.00 - $51.00 Maine: $34.50 - $46.50 Maryland: $38.00 - $51.00 Massachusetts: $39.50 - $53.50 Minnesota: $34.50 - $46.50 New Jersey: $39.50 - $53.50 New York: $46.00 - $62.00 Ohio: $34.50 - $46.50 Vermont: $38.00 - $51.00 Virginia: $38.00 - $51.00 Washington: $39.50 - $53.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Business Tax Associate - In-Store

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. 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 and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. Familiarity with Circular 230 Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand Interest in building a local and online social presence as a 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 Must be willing to wear a TurboTax Uniform Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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.

Payroll Tax Operations Lead - Remote

Overview Join Payroll Tax Operations (PTO) as a Lead Tax Processor and Subject Matter Expert (Level X5). In this technical leadership role, you will act as a key operational catalyst, steering critical team initiatives, and serving as the primary go-to resource for the entire team. You will own and independently resolve the absolute most complex, high-stakes, and ambiguous customer or internal escalations. Beyond handling advanced technical casework, you will hold formal approval governance over standard operating procedures, execute structured team coaching, and facilitate routines to systematically build workforce capacity. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. Responsibilities Serve as the primary, real-time go-to technical expert for TP1, TP2, and TP3 staff, answering complex questions and teaching resolution paths to build team capability rather than dependency. Own the authoring, technical review, and formal approval of Standard Operating Procedures (SOPs) and Knowledge Base (KB) articles across core operations. Conduct structured, formal coaching sessions at least once per quarter with assigned team members using the SBIC feedback model to proactively close skill gaps. Lead or contribute to team huddles, group QA sessions, and performance board updates, serving as the primary backup facilitator for Daily Stand-Ups when the M1 manager is unavailable. Maintain total mastery of the daily business landscape, providing independent oversight of team WIP management, backlog reduction, and aging reports to recommend staffing adjustments to the M1 manager. Resolve the most severe State and Federal payroll tax notices in the queue, including multi-quarter IRS discrepancies, state audit inquiries, and cross-jurisdictional penalty assessments. Approve highly complex amended Federal (Form 941-X, W-2c) and State returns across all states, ensuring complete audit trails and ledger reconciliation. Identify systemic trends, emerging compliance risks, and Known Issues (KIs), communicating findings to the M1 manager and cross-functional stakeholders with data-driven recommended responses. Represent the team's perspective in cross-functional meetings, model an unwavering commitment to compliance integrity, and provide risk-informed alternatives under pressure. Required Qualifications 4 years of payroll tax experience with a demonstrated focus on complex tax defect resolution, notice response, and multi-state amendment filings. Prior experience functioning formally as a lead, senior specialist, or SME, with specific examples of coaching, mentoring, or training junior staff through nuanced resolution scenarios. Expert knowledge of tax payment and filing regulations across all US jurisdictions, including extensive experience with local municipal tax systems (e.g., PA, OH) and state-level programs (e.g., PFML, SDI). Advanced writing skills used to create, review, and approve Standard Operating Procedures and technical documents for a tax processor audience without requiring revision. Demonstrated extreme ownership of team Service Level Agreements by consistently identifying "red flags" and resolving workflow barriers before they impact the business. A consistent "validation-first" mindset, habitually bringing fully vetted potential solutions and technical alternatives to leadership rather than just identifying problems. 5 years of experience independently handling highly sensitive customer and internal peer escalations with minimal leadership guidance. 4 years of experience in contact center, customer service, or back-office operations enabling the seamless navigation of high-volume, service-related business needs. Comfortable with leveraging and testing AI (artificial intelligence) tools in order to complete daily tasks and drive continuous improvement across team workflows. Preferred Qualifications Certified Payroll Professional (CPP) designation is highly preferred, or expected within 18 months of placement (Enrolled Agent designation is a strong differentiator). High proficiency in driving Lean management practices, including the consistent execution of Daily Huddles, Gemba Walks, and the use of Daily Management boards to resolve operational bottlenecks. History of exceeding standard metrics while maintaining a personal quality accuracy rate of 95% or higher. 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): $46.00 - $62.00 Southern California: $46.00 - $62.00 Colorado: $38.00 - $51.00 District of Columbia: $38.00 - $51.00 Hawaii: $39.50 - $53.50 Illinois: $38.00 - $51.00 Maine: $34.50 - $46.50 Maryland: $38.00 - $51.00 Massachusetts: $39.50 - $53.50 Minnesota: $34.50 - $46.50 New Jersey: $39.50 - $53.50 New York: $46.00 - $62.00 Ohio: $34.50 - $46.50 Vermont: $38.00 - $51.00 Virginia: $38.00 - $51.00 Washington: $39.50 - $53.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.