Tax Associate – Brooklyn
for each section heading. Use - for lists. Use
for prose.
We need to preserve all substantive info. Remove cookie/navigation/legal/EEO etc. The posting includes some lines: "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 a header line; we can maybe include as a short paragraph? It's not a heading; we can put it in a
maybe. But it's not a section heading. It's okay.
We need sections: About the role (the paragraph after Overview). Responsibilities (What You’ll Do). Requirements (Key Qualifications + Additional Requirements). Benefits (What You Get). Pay (expected base pay range). Schedule (hours per week). Also maybe mention "non-exempt and requires onsite presence". Could be part of About the role or Requirements. We'll include schedule.
We must not create sections with filler like "commensurate with experience". We have actual pay range: New York $32.50 - $36.00. So we can create Pay section with that.
Schedule: "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." So schedule section.
Benefits: list items.
Now produce HTML.
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.
About the Role
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail 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 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.” 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.
Responsibilities
- 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.
Requirements
- 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.
- 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.
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
Pay
Expected base pay range: New York $32.50 - $36.00 per hour. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with Intuit’s applicable plans and programs. Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location.
Schedule
Minimum of 20 hours per week, Sunday through Saturday; hours subject to change and may increase during peak demand.
We need to ensure no duplicate content. Some lines repeated: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears twice (in Key Qualifications and Additional Requirements). We can keep both but maybe combine? The instruction: preserve ALL substantive information; do not invent or summarize away detail. Duplicated lines: we should not repeat duplicated lines? It says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. So we need to deduplicate that line. Keep one instance. Also "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears in both sections; we should keep only one. We'll keep it under Requirements maybe.
Also "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." appears in Requirements and also schedule. We'll keep schedule separate but we can keep the requirement line maybe as part of schedule. But we need to avoid duplication. We'll keep the schedule section and remove that line from Requirements. However the requirement about being comfortable working onsite is a qualification; we could keep it but it's duplicate with schedule. Since schedule is a separate section, we can keep the requirement line but maybe it's okay if it's not exactly duplicate? It's same sentence. To be safe, we can remove it from Requirements and keep only in Schedule. But then we lose the qualification about being comfortable working onsite. However schedule already conveys that. The requirement about being comfortable working onsite is essentially schedule. So we can drop duplicate.
Also "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears twice; we keep one.
Now adjust Requirements list accordingly.
Also "Attributes & Skills:" we had as a list item; maybe better to make a sublist? But we can keep as a paragraph under Requirements. However we need to use - for any list of duties/requirements/benefits. Attributes & Skills is a list of items; we could break into multiple
- . But the instruction: Use
- for any list of duties/requirements/benefits. So we should break attributes into separate
- items. Let's do that.
Thus Requirements section will have multiple
- for each bullet.
Let's list qualifications:
- 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 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.
- Must reside within the United States.
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
for prose. We need to preserve all substantive info. Remove cookie/navigation/legal/EEO etc. The posting includes some lines: "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 a header line; we can maybe include as a short paragraph? It's not a heading; we can put it in a
maybe. But it's not a section heading. It's okay. We need sections: About the role (the paragraph after Overview). Responsibilities (What You’ll Do). Requirements (Key Qualifications + Additional Requirements). Benefits (What You Get). Pay (expected base pay range). Schedule (hours per week). Also maybe mention "non-exempt and requires onsite presence". Could be part of About the role or Requirements. We'll include schedule. We must not create sections with filler like "commensurate with experience". We have actual pay range: New York $32.50 - $36.00. So we can create Pay section with that. Schedule: "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." So schedule section. Benefits: list items. Now produce HTML. 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.
About the Role
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail 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 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.” 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.
Responsibilities
- 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.
Requirements
- 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.
- 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.
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
Pay
Expected base pay range: New York $32.50 - $36.00 per hour. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with Intuit’s applicable plans and programs. Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location.
Schedule
Minimum of 20 hours per week, Sunday through Saturday; hours subject to change and may increase during peak demand.
We need to ensure no duplicate content. Some lines repeated: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears twice (in Key Qualifications and Additional Requirements). We can keep both but maybe combine? The instruction: preserve ALL substantive information; do not invent or summarize away detail. Duplicated lines: we should not repeat duplicated lines? It says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. So we need to deduplicate that line. Keep one instance. Also "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears in both sections; we should keep only one. We'll keep it under Requirements maybe. Also "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." appears in Requirements and also schedule. We'll keep schedule separate but we can keep the requirement line maybe as part of schedule. But we need to avoid duplication. We'll keep the schedule section and remove that line from Requirements. However the requirement about being comfortable working onsite is a qualification; we could keep it but it's duplicate with schedule. Since schedule is a separate section, we can keep the requirement line but maybe it's okay if it's not exactly duplicate? It's same sentence. To be safe, we can remove it from Requirements and keep only in Schedule. But then we lose the qualification about being comfortable working onsite. However schedule already conveys that. The requirement about being comfortable working onsite is essentially schedule. So we can drop duplicate. Also "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears twice; we keep one. Now adjust Requirements list accordingly. Also "Attributes & Skills:" we had as a list item; maybe better to make a sublist? But we can keep as a paragraph under Requirements. However we need to use- for any list of duties/requirements/benefits. Attributes & Skills is a list of items; we could break into multiple
- . But the instruction: Use
- for any list of duties/requirements/benefits. So we should break attributes into separate
- items. Let's do that. Thus Requirements section will have multiple
- for each bullet. Let's list qualifications: - 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 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. - Must reside within the United States. 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