Tax Preparer – Newark
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which headings to use based on content.
We have content:
- About the Role: paragraph after "About the Role:" includes description.
- Responsibilities: "What You’ll Do:" with bullet points (proactive community ambassador, provide tax expertise, deliver best in class customer experience). Those are lists.
- Requirements: "Key Qualifications" includes bullet points (Active license, PTIN, state licenses, 3 years experience, familiarity with Circular 230, must be comfortable working onsite, interest in building presence, bilingual plus, experience in holistic tax advisory, must wear uniform, must work front facing). Also "Attributes & Skills:" list.
We could split into Qualifications and Skills sections. The instruction says we can use headings like Qualifications, Skills. So we can have Qualifications
for the license/experience requirements, and Skills
for attributes & skills.
- Benefits: "What You Get:" list.
- Pay: "The expected base pay range for this position is: New York $32.50 - $36.00" plus mention of cash bonus, equity rewards. So we have pay info.
- 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." That's schedule info.
We must not include sections with filler like "commensurate with experience". We have actual specifics.
We must not repeat job title as heading. No Job ID.
We must remove boilerplate: "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 Intuit is seeking highly motivated individuals..." maybe we can incorporate into About the role paragraph but not as heading. The overview is basically same as About the role; we can merge.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting, but we can rephrase? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That suggests we should keep the original wording, not summarizing. However we need to format into HTML with headings and lists. We can keep the sentences as they are, maybe split into
for prose and
- for lists. We must not add extra content not present. So we need to copy the exact text for each bullet? The bullet points are given with asterisks and some text. We'll convert each bullet into
- preserving the text.
We need to ensure we don't lose any detail.
Let's extract sections:
About the Role: The text after "About the Role:" up to before "What You’ll Do:" includes:
"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 should keep that as prose (
). Could be multiple paragraphs but we can combine into one
with line breaks? Better to keep as separate
for each sentence? The instruction: use
for prose. Could wrap each paragraph in
. We'll split by blank lines. Responsibilities: "What You’ll Do:" includes three sections each with bullet points. We need to capture each bullet exactly. First section: "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." Note there is a heading "Be a Proactive Community Ambassador*" then bullets after asterisks? Actually the formatting: "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." It seems the heading is part of the line, then each bullet starts with an asterisk after the heading? Actually the pattern: heading then * then text, then * then text, etc. So we need to extract each bullet: "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." Second section: "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." Bullets: "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." Third section: "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." Bullets: "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 output each as
- under a heading
Responsibilities
. Could also split into subheadings but not required. Next: Key Qualifications: "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" We need to split into Qualifications and Skills. The "Attributes & Skills:" section after that includes: "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." Thus we can have Qualifications heading for the first block (license, PTIN, state licenses, experience, Circular 230, onsite hours, interest in building presence, bilingual plus, holistic tax advisory, uniform, front facing). Skills heading for the attributes list. But note some items like "Interest in building a local and online social presence..." could be considered skill/attribute; but it's in the Key Qualifications block. We'll keep it in Qualifications as it's part of that block. Now Benefits: "What You Get: 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." We need to turn that into a list. The text after colon includes items separated by commas. We'll split into list items. 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 - $36.00This 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
- under a heading