Tax Associate – Yonkers

We need to output HTML fragment with sections: About the role, Responsibilities (maybe "What You’ll Do"), Requirements/Qualifications, Benefits, Pay, Schedule if present. Use

for headings. Use

• for lists. Use

  for prose. Do not repeat job title. Do not include Job ID etc. Remove boilerplate. Preserve all substantive info. We need to parse the posting. Key sections: - Overview: maybe part of About the role? The posting starts with "Overview Intuit is seeking ...". Could be part of About the role. We'll include About the role heading and include overview text. - About the Role: includes bullet points? Actually after "About the Role:" there is description: "In this role, you will work on-site...". Then later "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 could be responsibilities. - What You Get: benefits list. - Key Qualifications: includes bullet points. - Attributes & Skills: maybe part of Qualifications or separate? Could be Skills. - Additional Requirements: includes residence, state licenses, compensation note. - Pay: includes expected base pay range for New York $32.50 - $36.00, mention cash bonus, equity rewards. - Schedule: mentions "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." Thus we have schedule info. We need to include sections only if real specific content. So we will have:

  About the Role

  with paragraphs.

  Responsibilities

  with ul list of items (maybe combine subheadings as list items). Could break into three categories but we can just list responsibilities as bullet points.

  Qualifications

  combine Key Qualifications and Attributes & Skills maybe as one section? But we could separate Qualifications and Skills. The instruction: prefer a few substantive sections over many thin ones. So maybe combine Qualifications and Skills into one "Qualifications" section. But we also have Benefits, Pay, Schedule. Thus sections: About the Role, Responsibilities, Qualifications, Benefits, Pay, Schedule. We must not include headings with filler. Ensure each has content. Now extract content. About the Role: combine overview and description after "About the Role:" up to before "What You’ll Do:". Text: "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." We'll put that as paragraphs. Responsibilities: from "What You’ll Do:" bullet points. We have three main categories each with sub-bullets. We could flatten into list items: - 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'll put each as
• with maybe semicolons. Qualifications: combine Key Qualifications and Attributes & Skills. Key Qualifications bullet points: - 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 bullet points: - 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. We'll combine into one list. Benefits: from "What You Get:" 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 We'll list. Pay: includes expected base pay range for New York $32.50 - $36.00, mention cash bonus, equity rewards and benefits, compensation note. Text: "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'll put as paragraph. Schedule: from earlier: "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." We'll put as paragraph. Now ensure we don't repeat content. The schedule appears also in Qualifications (the same bullet). We might duplicate but it's okay? Might be considered duplication. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is okay if it's in source. But we might avoid duplication by not repeating schedule in Qualifications if we already have schedule section. However the Qualifications bullet includes that schedule requirement; we could keep it there as part of qualifications (since it's a requirement). But then schedule section would be redundant. Better to keep schedule only in Qualifications? But schedule is a separate aspect; we could keep schedule section and remove duplicate from Qualifications. However the Qualifications bullet includes that schedule requirement; removing it would lose some info (the schedule requirement). But we still have schedule section with that info. So we can drop that bullet from Qualifications to avoid duplication. Let's do that. Thus Qualifications list will exclude the schedule bullet. Now ensure we don't include boilerplate like "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 introductory but maybe part of overview? It's not part of the job description per se; it's a note about SonicJobs. Could be considered metadata; we can drop it as it's not substantive job info. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This line is not exactly those but it's a partnership note. Might be considered metadata; but it's not required. Safer to drop it. Thus start with Overview? Actually we omitted the introductory line. We'll start with About the Role section directly. Now produce HTML. We need to wrap sections in

  and content. Example:

  About the Role

  ...

  Responsibilities

  • ...
  ...
  Similarly for Qualifications, Benefits, Pay, Schedule. Make sure to not include extra whitespace? It's fine. Now craft the paragraphs. About the Role paragraph: combine the overview text into one or two paragraphs. Could split into two for readability but not required. Let's write:

  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