Tax Preparer – Jersey City
About the role
withcontent. Responsibilities: The "What You’ll Do:" section with bullet points. We'll make
- .
Requirements: Might be covered by Key Qualifications and Additional Requirements. We'll separate maybe Qualifications and Skills. The posting has "Key Qualifications" with bullet points (who you are). Then "Attributes & Skills:" bullet list. Also "Additional Requirements:" bullet list (must reside within US, etc). Also "Intuit provides a competitive compensation package..." includes pay range and bonus etc. So we need Benefits, Pay, Schedule sections.
Benefits: "What You Get:" bullet list includes 401(k) Savings Plan..., paid sick time, Employee Stock Purchase Plan, E&O Insurance, Employee Assistance Program, discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities..., marketing support.
Pay: "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..."
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."
Also "Must reside within the United States." and "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." These are requirements.
We need to avoid filler like "commensurate with experience" etc. Not present.
We must not repeat job title. Not include "Job ID". Good.
We need to output only HTML fragment, no /. Use
for each section heading. Use
- for lists. Use
for prose. We need to preserve all substantive information. Let's extract content. About the role: The paragraphs after "About the Role:" up to "This role is non-exempt and requires onsite presence at a TurboTax location in the United States." Let's capture: "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 in
maybe multiple
but can combine. Responsibilities: Under "What You’ll Do:" with subheadings "Be a Proactive Community Ambassador", "Provide Tax Expertise", "Deliver a Best in Class Customer Experience". Each has bullet points with asterisks. We'll extract each bullet. 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 these under
Responsibilities
with maybe subheadings? But spec only says usefor section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). No subheadings required. We can just list all bullets under Responsibilities. Requirements: Might be covered by Key Qualifications and Additional Requirements. But we have separate Qualifications and Skills sections. The spec says we can have Qualifications and Skills sections. So we need to decide what goes where. Key Qualifications bullet list includes: - 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 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. Additional Requirements bullet list: - Must reside within the United States. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Note: Some overlap with Key Qualifications (state licenses). We'll keep but avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep all, even if duplicate. But we can combine duplicates? Might be considered summarizing away detail if we remove duplicate. Safer to keep both but maybe we can note duplicates; but it's okay to keep both as separate bullets; it's not inventing or summarizing away detail. However duplication may be considered redundant but not removed. We'll keep. We need to decide where to put each bullet list. The spec sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Key Qualifications (which seems like qualifications). Attributes & Skills (skills). Additional Requirements (maybe requirements). We'll map: - Requirements: Additional Requirements (must reside within US, must possess state licenses). Also maybe the "Must be comfortable working onsite..." etc could be considered requirements but they are in Key Qualifications. However we have Qualifications section for Key Qualifications. Skills section for Attributes & Skills. Thus:
Requirements
with- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Qualifications
with list of Key Qualifications bullets.Skills
with list of Attributes & Skills bullets. Benefits: from "What You Get:" bullet list. Pay: from compensation paragraph. Schedule: from "Must be comfortable working onsite..." and "Operating hours are subject to change..." maybe also the 20 hours per week. We'll put that under Schedule. Now ensure we don't include boilerplate like "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." Also "Overview". Also maybe "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." That's part of Pay. We must not include "Pay offered is based on factors such as job-related knowledge, skills, experience, and work location." That's part of Pay. We must not include "To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender." That's boilerplate EEO? Might be considered EEO/equal-opportunity boilerplate; we should remove it. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should remove that sentence. Also remove "see more about our compensation and benefits at Intuit®: Careers | Benefits". That's a link; remove. Now construct HTML. We'll have: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.
- for lists. Use