Tax Associate – Bronx
or drop it. So we can include a short p for that line? It's not job ID but it's metadata. Could include a short p at top. Then "Overview Intuit is seeking highly motivated individuals..." That's overview; could be part of About the role? The "About the Role:" heading appears later. We'll treat "About the Role" as heading. 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 about the role. Then "What You’ll Do:" with bullet points under two subheadings: "Be a Proactive Community Ambassador*" and "Provide Tax Expertise*" and "Deliver a Best in Class Customer Experience*". Those are responsibilities. So we can put under Responsibilities section. Then "What You Get:" with benefits list: "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." That's Benefits. Then "Key Qualifications" with bullet list: "Who You Are:* 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" That's Qualifications/Requirements. We need separate sections for Requirements and Qualifications? The instruction says use headings for Requirements, Qualifications, Skills. We have both. We can split: Requirements maybe the mandatory items (license, PTIN, state licenses, 3 years experience, familiarity with Circular 230, willingness to work onsite, uniform, front facing). Qualifications maybe the preferred items (bilingual, holistic tax advisory, interest in building presence). Skills maybe the attributes & skills list. Then "Attributes & Skills:" list: "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." That's Skills. Then "Additional Requirements:" includes: "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:New York $32.50 - $36.00This 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." We need Pay section: we have base pay range New York $32.50 - $36.00. Also mention cash bonus, equity rewards. So we can include Pay. Schedule: we have mention of minimum 20 hours per week, Sunday through Saturday, operating hours subject to change, likely scale up during peak. That's schedule info. So we can include Schedule. Benefits we already have. Now we need to ensure we don't include filler like "commensurate with experience". Not present. We must not repeat job title as heading. Not include. We need to output only HTML fragment, no html/body tags. We'll structure:
Last updated: 24 September 2026. SonicJobs 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.
ThenAbout the Role
with paragraphs. ThenResponsibilities
with- items. We need to capture the bullet points under What You’ll Do.
We have three subheadings with bullet points each. We can combine all bullet points into a single list or separate? Probably a single list.
List items:
- 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.
- 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.
- 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 ensure we captured all.
Now
Requirements
maybe for mandatory items: license, PTIN, state licenses, 3 years experience, Circular 230 familiarity, willingness to work onsite Sunday-Saturday min 20 hrs, uniform, front facing. Also must reside within US? That's additional requirement but could be in Requirements. We'll list. - Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law (preferred). - 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 subject to change and may scale up during peak demand). - Must be willing to wear a TurboTax uniform. - Must be willing to work in a front‑facing retail environment. - Must reside within the United States. NowQualifications
for preferred/additional: interest in building local/online social presence, bilingual English/Spanish a plus, experience in holistic tax advisory services beyond tax filing. List: - Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for the community (in accordance with Intuit’s policies). - Bilingual (English/Spanish) communication skills (a plus). - Experience in holistic tax advisory services beyond tax filing. NowSkills
for Attributes & Skills list. 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. NowBenefits
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 - Marketing support NowPay
paragraph: Expected base pay range for New York: $32.50 - $36.00 per hour. Eligible for cash bonus, equity rewards and benefits per Intuit’s compensation plans. Pay based on job‑related knowledge, skills, experience, and work location. NowSchedule
paragraph: Minimum 20 hours per week, Sunday through Saturday; operating hours subject to change and may increase during peak