Tax Associate – Newark
SonicJobs · Newark, NJ · 1 mo ago
On-siteAccounting$32.5–$36/hrInternship
We need to output only HTML fragment, with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarizing away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions.
We need to parse the posting.
Let's extract sections:
- Overview: "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." Then "Overview 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."
That's overview, but we don't have a heading for Overview; we can maybe put it under About the role? The instruction: use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarizing away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions.
We need to parse the posting.
Let's extract sections:
- Overview: "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." Then "Overview 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."
That's overview, but we don't have a heading for Overview; we can maybe put it under About the role? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to those headings.
We need to decide what goes where.
"About the Role:" heading present. Under that: "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: "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.
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" heading. Under that: 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.
Then "Attributes & Skills:" bullet 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:" bullet: "* Must reside within the United States.* Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." This could be part of Requirements or Qualifications. Since we already have Qualifications, we could merge. But we have a separate Requirements heading maybe. The instruction: Use headings for sections like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide where to put "Additional Requirements". Could be Requirements. Also there is "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 - $36.00 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."
That's Pay info. Also schedule info? Not explicit schedule beyond "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 (hours). So we can put under Schedule.
Now we need to output HTML with headings and appropriate content.
We must not repeat job title as heading. So no heading for "TurboTax - Retail Expert". Also we should not include duplicated lines. Ensure we preserve all substantive info.
We need to decide sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Possibly we can combine Requirements and Qualifications if overlapping, but better to separate: Requirements could be the "Additional Requirements" (must reside in US, must possess state licenses). Qualifications could be the "Key Qualifications" list. However the "Key Qualifications" includes many items that are also requirements. But we follow instruction: include a section only when posting has real specific content for it. Both have content.
Thus we will have:
About the role
with paragraphs from About the Role section.
Responsibilities
with - items from What You’ll Do.
Requirements
with - items from Additional Requirements (must reside within US, must possess or be able to obtain any related State licenses, certificates, permits, or bonds). Also maybe include "Must be willing to wear a TurboTax uniform" and "Must be willing to work in a front facing retail environment"? Those are under Key Qualifications bullet list. Actually those appear under Key Qualifications as bullet items: "Must be willing to wear a TurboTax uniform* Must be willing to work in a front facing retail environment". So they belong to Qualifications maybe. But we can keep them there.
We need to avoid duplication. Let's extract each bullet precisely.
From Key Qualifications block (the bullet list after "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 a lot.
Attributes & Skills block:
- 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 block:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bounds (actually "permits, or bonds").
Now Benefits block:
- 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 block:
- 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 - $36.00
- 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.
Schedule block:
- 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.
Also note that the schedule info appears also in Qualifications; we might duplicate if we put both. But we can keep schedule info under Schedule heading, and maybe remove duplicate from Qualifications to avoid duplication. However the instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we remove it from Qualifications, we are not preserving that detail (though we moved it). It's still preserved, just under a different heading. That's okay as long as we don't lose it.
headings and appropriate content.
We must not repeat job title as heading. So no heading for "TurboTax - Retail Expert". Also we should not include duplicated lines. Ensure we preserve all substantive info.
We need to decide sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Possibly we can combine Requirements and Qualifications if overlapping, but better to separate: Requirements could be the "Additional Requirements" (must reside in US, must possess state licenses). Qualifications could be the "Key Qualifications" list. However the "Key Qualifications" includes many items that are also requirements. But we follow instruction: include a section only when posting has real specific content for it. Both have content.
Thus we will have:
About the role
with paragraphs from About the Role section.
Responsibilities
with - items from What You’ll Do.
Requirements
with - items from Additional Requirements (must reside within US, must possess or be able to obtain any related State licenses, certificates, permits, or bonds). Also maybe include "Must be willing to wear a TurboTax uniform" and "Must be willing to work in a front facing retail environment"? Those are under Key Qualifications bullet list. Actually those appear under Key Qualifications as bullet items: "Must be willing to wear a TurboTax uniform* Must be willing to work in a front facing retail environment". So they belong to Qualifications maybe. But we can keep them there.
We need to avoid duplication. Let's extract each bullet precisely.
From Key Qualifications block (the bullet list after "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 a lot.
Attributes & Skills block:
- 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 block:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bounds (actually "permits, or bonds").
Now Benefits block:
- 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 block:
- 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 - $36.00
- 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.
Schedule block:
- 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.
Also note that the schedule info appears also in Qualifications; we might duplicate if we put both. But we can keep schedule info under Schedule heading, and maybe remove duplicate from Qualifications to avoid duplication. However the instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we remove it from Qualifications, we are not preserving that detail (though we moved it). It's still preserved, just under a different heading. That's okay as long as we don't lose it.
Requirements
with- items from Additional Requirements (must reside within US, must possess or be able to obtain any related State licenses, certificates, permits, or bonds). Also maybe include "Must be willing to wear a TurboTax uniform" and "Must be willing to work in a front facing retail environment"? Those are under Key Qualifications bullet list. Actually those appear under Key Qualifications as bullet items: "Must be willing to wear a TurboTax uniform* Must be willing to work in a front facing retail environment". So they belong to Qualifications maybe. But we can keep them there. We need to avoid duplication. Let's extract each bullet precisely. From Key Qualifications block (the bullet list after "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 a lot. Attributes & Skills block: - 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 block: - Must reside within the United States. - Must possess or be able to obtain any related State licenses, certificates, permits, or bounds (actually "permits, or bonds"). Now Benefits block: - 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 block: - 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 - $36.00 - 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. Schedule block: - 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. Also note that the schedule info appears also in Qualifications; we might duplicate if we put both. But we can keep schedule info under Schedule heading, and maybe remove duplicate from Qualifications to avoid duplication. However the instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we remove it from Qualifications, we are not preserving that detail (though we moved it). It's still preserved, just under a different heading. That's okay as long as we don't lose it.