Tax Accountant – New York

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the posting. First, remove boilerplate: "Last updated: 24 September 2026SonicJobs is working with Intuit to recruit for these positions on their behalf, helping connect qualified, licensed tax professionals with opportunities at Intuit's retail and flagship tax preparation locations across the United States." That's metadata; we can fold into short p or drop. Probably drop. "Overview Intuit is seeking highly motivated individuals..." That's overview; could be part of About the role? The posting has "About the Role:" heading. We'll use that. We need sections: - About the role: content after "About the Role:" up to "What You’ll Do:" maybe. Let's extract. From posting: "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 financial experts, serving in-person customers who use Intuit TurboTax products.You will serve customers in-person 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.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 non-exempt and requires onsite presence at a TurboTax location in the United States." That's the About the Role content. Next "What You’ll Do:" with bullet points under subheadings: Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience. Those are responsibilities. So we can put under Responsibilities section. Then "What You Get:" bullet list of benefits: 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. That's Benefits. Then "Key Qualifications" with subpoints: Who You Are: list of qualifications. Then "Attributes & Skills:" list. Then "Additional Requirements:" list. We need to decide sections: Qualifications, Skills, maybe Requirements. The posting has "Key Qualifications" and "Attributes & Skills". Also "Additional Requirements". We could combine Qualifications and Attributes & Skills into Qualifications and Skills sections. Or we could have Qualifications (license, experience, PTIN, state licenses, 3 years experience, Circular 230, hours, bilingual, etc.) and Skills (attributes). Also Additional Requirements (must reside within US, must obtain state licenses, compensation package statement). Pay section: they gave expected base pay range for New York $32.50 - $36.00, plus mention of cash bonus, equity rewards. So we have Pay info. Schedule: they mention "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." That's schedule info. Thus we have content for About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. Possibly also Requirements (but we can treat Qualifications as requirements). We'll include sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. No Job ID. We must not include filler like "commensurate with experience". Not present. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. We must remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We need to output only HTML fragment. Let's craft. First, maybe a short p for metadata? The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." The first sentence about Last updated and SonicJobs working with Intuit is metadata; we can drop it or put in a short p. Probably drop it to keep minimal. We'll start with

  About the role

  then

  ... the prose from About the Role.

  Then Responsibilities:

  Responsibilities

  then
  with items. Need to capture each bullet under the three subheadings. The posting includes bullet points with asterisks. We'll extract each bullet. From "What You’ll 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 and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. * Provide Tax Expertise* - Give hands-on tax advice and complete preparation services for TurboTax customers, 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. We need to preserve all detail. We'll make each bullet as
  • . Could keep sub-bullets as separate
  • under same
    . That's fine. Next Benefits:

    Benefits

    then
    items from "What You Get:" list. List: - 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 Next Qualifications:

    Qualifications

    then
    items from "Key Qualifications" Who You Are: list. Items: - Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. - Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds - Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. - Familiarity with Circular 230 - 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 Note: Some of these overlap with schedule (hours). We'll keep them in Qualifications. Next Skills:

    Skills

    then
    items from "Attributes & Skills:" list. Items: - 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. Next Pay:

    Pay

    then

    with details: "The expected base pay range for this position is: New York $32.50 - $36.00. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location." Also mention "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." and "To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender." That's also pay-related but could be included. We'll include all. Next Schedule:

    Schedule

    then

    with schedule info: "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." However we already included that in Qualifications; but we can still include schedule section with that info. To avoid duplication, we could keep schedule section only and remove from Qualifications. But Qualifications already had that bullet; we could keep it there but it's okay to have duplicate? The instruction: preserve ALL substantive information; do not invent or summarize away detail. Duplication is okay if it's in source; but we might want to avoid redundancy but not required. However we should not omit any info. If we put schedule info only in Schedule section, we still preserve it. If we also keep in Qualifications, it's duplicated but still preserved. Might be okay but could be considered redundant. Better to keep schedule info only in Schedule section and remove from Qualifications to avoid duplication. Let's adjust Qualifications: remove the bullet about comfortable working onsite Sunday through Saturday, min 20 hours, and operating hours subject to change. We'll keep those in Schedule. Thus Qualifications list will exclude those two bullets. Now we need to ensure we didn't lose any other info. Let's list Qualifications bullets after removal: - Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. - Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds - Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. - Familiarity with Circular 230 - Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related