Experienced Tax Professional - Retail

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.

Physical Security Technical Specialist

It is an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are important to supporting our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more experienced technologists to our Technology team. The Opportunity: Fisher Investments is looking for an experienced Physical Security Technical Specialist as part of our Information Security group to install, maintain, troubleshoot, and improve enterprise physical security systems. You have 3 or more years of experience with access control, video surveillance, intrusion detection, and related technologies. You will work independently while partnering with corporate security, IT, facilities, and vendors. You will support scheduled maintenance, deployments, upgrades, and emergency response, including after-hours or weekend work. You will report to the Assistant Vice President, Information Security. The Day-to-Day: Install, maintain, troubleshoot, and repair access control, video surveillance, intrusion detection, intercom, and emergency communication systems Diagnose and resolve hardware, software, network, cabling, and field device issues Install and terminate low-voltage cabling, readers, cameras, power supplies, door hardware, and related equipment Perform preventive maintenance, inspections, testing, and commissioning to ensure system reliability Support upgrades, migrations, new construction projects, and planned project cutovers. Coordinate with IT on network connectivity, switches, VLANs, and Power over Ethernet (PoE) devices Maintain as-built drawings, panel schedules, device inventories, and service records. Respond to service requests, incidents, and technical issues in coordination with vendors and contractors Follow safety procedures and organizational standards during installations and repairs Work with low-voltage electronics and related components in the performance of daily installation, maintenance, troubleshooting, and repair activities Your Qualifications: 3 years of experience installing and supporting commercial electronic security systems Working knowledge of enterprise access control, IP video management, electronic door hardware, low-voltage wiring, and TCP/IP networking fundamentals Experience troubleshooting Windows-based workstations and server-connected security systems, reading wiring diagrams, floor plans, and technical documentation, and applying strong organizational, communication, prioritization, and customer service skills in daily work Experience with cloud-based physical security platforms and multi-site enterprise environments Familiarity with OSDP, HID credential technologies, PoE infrastructure, network switches, and fiber or copper structured cabling. Manufacturer or industry certifications are considered a plus. Ability to lift up to 50 pounds, climb ladders, work above ceilings, and perform tasks in office, construction, and outdoor environments Obtain and maintain any licensing, registrations, certifications, or other credentials required in the region where you fulfill the responsibilities of the position. You are technically proficient, customer-focused, troubleshoot effectively, work independently, and collaborate well in a mission-critical environment 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

DevOps and Tools Engineer

It's an exciting time to be a member of the Fisher Investments Technology Department. We are looking for a DevOps Tools Engineer to support our Corporate Systems team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: The DevOps and Tools Engineer ensures the tools related to Agile development processes operate effectively for our application development teams. As a key member of the DevOps team you will support the entire Technology organization with the tools and platforms needed to promote Agile planning and Continuous Integration/Continuous Delivery (CI/CD). You will report to the AVP - Application Engineering, on the DevOps and Tools team. The Day-to-Day: Work with DevOps and Tools and Application Development Team Lead to define application and integration development processes, tools, execution strategies, roadmaps to connect current designs to long term architecture, and monitoring to lead adherence to processes Configure and support cloud based Atlassian tools, to drive application development efficiencies and improve operational stability of the tools Develop tooling and processes to increase automation of development and adherence to security and audit systems and controls Integrate and configure additional tools/frameworks, to support and ensure Agile at scale Foster the use of DevOps tools and capabilities across Technology groups Implement strategies for improving or further leveraging DevOps processes and tools Monitor system availability and performance within agreed upon timelines Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability, performance, and service levels Oversee communication and coordination with other departments on lapses in services, performing root cause analysis Provide international and 24/7 support by on-call duties and working a flexible off-hours schedule for planned and unplanned maintenance Your Qualifications: Minimum 4 years of experience: DevOps tools, such as Github, Jenkins, Artifactory, Ansible, Terraform, AppDynamics, Splunk or equivalent Administer and use Ansible Tower or AAP(Ansible Automation Platform) for infrastructure and application deployment and configuration automation Any of the scripting languages like Shell Scripting, Groovy, Python, PowerShell, HCL or equivalent Use DevOps and create automation within private data center/cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services or equivalent Administration of the Atlassian tools (Jira/Confluence) Minimum 3 years of experience: Dockerfile and image creation, running containers on Kubernetes or using Docker run time environment Minimum of 3 years of experience with relational database management skills like MSSQL, MySQL, SQL, Postgres or MongoDB preferred or equivalent Technology design expertise which includes Containerization, Performance, Security, Availability, and Operations, Monitoring, and Support Ability to: Train IT product delivery teams on the proper use of DevOps tools and capabilities and experience with Enterprise applications development Motivate and inspire peers to continuously improve processes and results Plan work of self and others and resolve technical and other problems Bachelor's degree in MIS, computer science, math, or other science field required, advanced degree in a related field Compensation: $80,200 - $155,000 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

Tax Expert - TurboTax 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.

Service and Operations Associate (Part-Time)

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. The Opportunity: This part-time opportunity is for current college students located near our Fisher campus in Plano, TX. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week). The Day-to-Day: Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients Work to schedule conversations between our clients and investment counselors Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts Update a variety of internal resources while getting the opportunity to experiment with large data sets Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Gain exposure to upper management and work in an environment that values collaboration Your Qualifications: Minimum age of 18 Enrolled college student pursuing a Bachelor's or Associates degree Commute to the Plano, TX office Cumulative GPA of 3.0 Able to work 15 hours a week at a minimum (28 hour maximum) Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like: A 50% 401(k) match, up to the IRS maximum (must be 21 years and older) Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP) A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Account Executive - International (Inside Sales)

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser. The Opportunity: The Canadian Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This is an in-office job located in Plano, TX. The Day-to-Day: Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of prospects Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Our marketing team will provide you with warm leads, which means no cold calling Your Qualifications: No prior sales experience or industry knowledge needed Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement 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 FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Client Service Associate – Finance

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better. The Opportunity: You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas, WA. The Day-to-Day: Communicate with high-net-worth UK clients and our partner firms in the US and UK Work with Investment Counselors to fulfill operational requests from clients Help onboard new clients by establishing new accounts and resolving documentation and transfer issues Provide long-term account maintenance for existing UK clients Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Demonstrated interest in client service and operations activities Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on - you learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 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

Azure Cloud Engineer

The Opportunity: As a Cloud Engineer, you will consult and contribute to business 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 Azure Cloud Engineer will maintain the operational Azure cloud environment, perform infrastructure deployments and ensure the production environment is operating securely and efficiently using automation tools. You will work with Infrastructure Engineering to make sure all deployments follow standards, are compliant and secure. You will also be partnered with other cloud team members, application owners and business owners for faster delivery of resources. The Day-to-Day: Develop, implement and maintain scalable Cloud infrastructure on Microsoft Azure platform Collaborate with business stakeholders to understand their cloud requirements and design effective solutions Provide technical expertise and support troubleshooting cloud related issues and performance bottlenecks Recommend Cloud & AI-based solutions, document and communicate with technical and non-technical stakeholders Design and manage scalable and resilient cloud infrastructure and automation tooling for routine operation tasks Deploy enterprise scaled cloud resources that can be used across technology organizations using code Be the contact to business application owners and build bridge between them and the cloud team Follow security audit requirements and controls in every action Implement and suggest strategies in Infrastructure as Code, CI/CD, develop tooling and associated processes for using automated, faster, efficient, and consistent error-free deployments Participate in team activities such as peer code reviews, design collaboration efforts and rotating on-call process Use configuration management and automated deployment tools to provide cloud-based solutions and services ensuring best practices Work with solution architects, tech leads and partners to confirm developed solutions align with existing standards, meet security controls and meet cloud computing best practices Manage implementations and ongoing operation of cloud services following approved designs, adherence to patterns, security requirements and certify all logging and monitoring are active for security and compliance Investigate and monitor current-state cloud usage, solutions in use, risks, gaps, limitations and recommend solutions, optimizations and remediation Provide international and 24/7 support through on-call duties and/or working a flexible off-hours schedule for planned and unplanned maintenance Your Qualifications: 10 years of experience deploying resources and managing infrastructure through both manual and automated pipelines in an IT infrastructure and operational environment 5 years of experience with the following: Maintaining resources in cross platform environments Azure cloud infrastructure deployments using IaC Building, deploying and managing public cloud IaaS and PaaS services Deploying resources using Terraform 4 years of experience with the following: GitHub and GitHub Actions Building automated cloud infrastructure across multiple Production and Non-Production environments Scripting and automating builds, workflows, tasks and other integration aspects Azure CLI 3 years of experience with the following: CI/CD pipelines YAML/YML for GitHub actions Troubleshooting in an Azure Cloud environment Designing and managing cloud solutions 1 year hands on experience Deploying, operating, and maintaining Kubernetes-based platforms AI platforms such as Microsoft Azure AI or similar cloud-based AI services Experience with Azure IaaS (Virtual Machines, Storage, Networking) and PaaS (App Services, Azure SQL, Azure Functions, Azure Data Factory) Knowledge of identity management, security controls, compliance and encryption Experience explaining complex concepts to both non-technical and technical teams Solid understanding of DNS, LAN, WAN, Firewalls, File systems, and IAM Experience with Linux and Microsoft Windows server environments Experience using Jira, Confluence, or ServiceNow Experience with PowerShell Knowledge in Octopus Deploy and Ansible is preferred Bachelor's degree in MIS, Computer Science, or a related field Compensation: $80,200 - $150,000 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

ServiceNow Developer, IRM & GRC

Fisher Investments is looking for an experienced ServiceNow Developer with deep expertise in Integrated Risk Management (IRM) and Governance, Risk, and Compliance (GRC). You will be the technical engine behind our risk and compliance digital transformation. The Opportunity: You will offer the chance to act as a strategic technical partner across the entire enterprise. You will design, configure, and support scalable solutions across various risk domains, including audit, privacy, and third-party risk. These solutions will ensure our platform remains high-quality, maintainable, and aligned with a "return to out-of-the-box" strategy. You won't just complete tickets; you will collaborate with partners in Security, Legal, and Procurement to build a transparent, automated risk posture. This is an opportunity to lead complex integrations, influence platform architecture, and lead where your work directly impacts global governance. You will report to the Application Development Lead. The Day to Day: Build and enhance ServiceNow modules including Policy & Compliance, Vendor Risk, and Operational Resilience using Flow Designer, Script Includes, and Business Rules Create and maintain REST/SOAP API integrations and IntegrationHub spokes to connect ServiceNow with IAM, SIEM, ERP, and HR platforms Design intuitive Workspaces, Portals, and Dashboards, applying Performance Analytics to provide stakeholders with clear visibility into enterprise risk Design automated workflows for risk assessments, audit findings, and vendor onboarding to reduce manual effort across the organization Participate in Agile delivery (sprint planning, peer reviews), troubleshoot production issues, support platform upgrades, and maintain robust technical documentation Your Qualifications 4 years of hands-on experience with ServiceNow development 2 years of dedicated experience supporting IRM/GRC modules Strong JavaScript skills and expert-level knowledge of the ServiceNow technical stack (Client Scripts, UI Policies, ACLs, MID Servers, and Transform Maps) Deep familiarity with the IRM/GRC suite, including Business Continuity, Privacy Management, and Regulatory Change Management Experience with Agile/DevOps, CI/CD pipelines, and platform data governance (CMDB/CSDM) Translate complex needs into sustainable technical solutions A Bachelor's degree in a technical field; ServiceNow certifications (CSA, CAD, or CIS-IRM/Risk & Compliance) 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

Financial Writer (Ghostwriter)

Fisher Investments is growing and is looking for an experienced Financial Writer (Ghostwriter) to turn our investment expertise into engaging content. You will be a part of a collaborative writing team and learn from tenured financial writers and industry experts. If you are looking to bring your writing experience to a company that has a global financial presence, we want to hear from you! The Opportunity: As a Financial Writer (Ghostwriter), you will educate our employees, clients and investors by constructing educational and engaging articles to run in major financial publications. You will report to a Team Leader and work with our experienced writing staff and in-house research group to write compelling and fast-reading persuasive articles sharing our firm’s unique approach to market analysis and investing. Your experience modifying your writing style to meet the needs of senior management will lead to success in this role. The Day-to-Day: Use your writing experience to write persuasive articles on a wide array of financial and economic topics in an Op-Ed format Support high-volume output to be used for our purposes Research unfamiliar financial topics using online and firm resources Find creative ways to customize the concepts for audiences overseas Analyze financial media to identify trending topics Your Qualifications: Bachelor's degree required 3 years of writing experience 1 years of financial writing experience Must have Ghostwriting experience in persuasive (Op-Ed) articles Experience communicating complicated topics in simple, non-academic, interesting terms Experience editing for clarity, grammar, spelling, consistency and accuracy Produce quality work with a commitment to improvement while meeting a target timeline Compensation: $80,200 - $125,000 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

Sr Manager Charitable Strategies

Position Type: Regular Your opportunity * In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Applicants must be authorized to work in the United States now and the future without employer sponsorship. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations listed: Austin, Orlando, Westalake. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Your Opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $50 billion in grants to more than 295,000 charities. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities. Our opportunity: Reporting to the Director of the Charitable Strategies Group (CSG) at DAFgiving360, the Sr. Manager is primarily responsible for reviewing illiquid and other complex noncash asset contributions for gift acceptance. The Sr. Manager role sits within CSG, which is the team of experts dedicated to performing due diligence on and ultimately to process illiquid and other complex noncash asset contributions to DAFgiving360, including but not limited to: Closely held business interests (C corp, LLC, LP, and S corp) Real estate (residential and commercial) Restricted stock and equity compensation Life insurance Cryptocurrency Artwork and other collectibles Other complex processes, such as foundation dissolution asset transfer, trust and estate gifts, and other trust terminations. As Sr. Manager you will manage a territory, in partnership with your colleagues in Business Development and Charitable Consulting at DAFgiving360, and work directly with donors, their advisors, and corporate and business lawyers to manage incoming inquiries and conversations about illiquid and complex noncash contributions. The Sr. Manager understands and articulates charitable planning issues effectively, using a consultative approach to provide agnostic guidance on charitable giving strategies to support comprehensive wealth management solutions to HNW and UHNW clients and their advisors. As a subject matter expert, the Sr. Manager partners closely with internal partners to provide educational support for client and advisor questions and planning needs. To be effective in this role, you must be able to communicate clearly and compellingly on highly complex charitable topics with clients and colleagues who possess widely varying levels of subject matter expertise, from novice to expert. What you are good at: Illiquid Asset Due Diligence Handle client and advisor inquiries and respond to process and potential tax implication related to contributions of illiquid and other complex noncash assets. Independently review transactions related to privately held companies, restricted stock, and other complex asset inquiries to determine suitability for charitable contribution and the best route for acceptance while mitigating risk. Perform all aspects of noncash asset due diligence, including document review and thorough assessment and mitigation of risks and recommend approval for acceptance. Facilitate the transfer, acceptance, and liquidation of approved noncash asset contributions, and track these activities within a CRM system to monitor, assess, and report on workflow. Prepare new and/or updated existing procedures and job aids to guide due diligence reviews and enhance operational excellence. Subject Matter Expert in Charitable Gifting Rules Respond to internal partner questions and requests for information relating to tax, corporate transactions, securities law, alternative investments, exempt organizations, and estate/charitable planning strategies. Support Business Development, Charitable Consulting, and Marketing teams with development and review of educational and marketing literature to ensure content accuracy and clarity. Draft new client-facing articles and presentation decks, as requested. Cross enterprise partnership to develop and implement acquisition and service to support DAFgiving360 sales initiatives and consult internally and externally, in support of a variety of business development opportunities. In partnership with Charitable Strategies Group team and broader Investment Oversight & Due Diligence team, develop and deliver internal trainings to Schwab Charitable business units on illiquid and complex noncash assets gift acceptance procedures and best practices. What you have Bachelor's degree and J.D. CPA or CFP (strongly preferred) Minimum of 8 years of relevant experience. Planned giving and/or law firm (or equivalent transactional) experience highly preferred, including but not limited to: tax planning; exempt organizations; corporate transactions and estate planning; financial services/wealth management; securities law; alternative investments; and impact investing. Expert-level financial, tax, and philanthropic planning knowledge, with specific attention to tax, corporate transactions, securities law, exempt organizations, and estate planning strategies. Public speaking experience strongly preferred, with demonstrated ability to: Ask thoughtful questions, listen carefully, good judgment Explain complex subjects in a simple manner to various audiences Convey authority and professionalism, with approachable demeanor Engage audiences of one or many with compelling presentations Knowledge of alternative charitable giving solutions in the illiquid asset space and ability to review and understand financial statements, with demonstrated understanding of accounting/tax issues. Knowledge and experience in partnership taxation and UBTI. Outstanding interpersonal skills to establish and maintain effective professional relationships at all levels of organizations and in the charitable and advisor communities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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