Jobs · Accounting · New York

Tax Professional

SonicJobs · New Rochelle, NY · 1 mo ago
On-siteAccounting$32.5–$36/hrInternship
We need to output HTML fragment with sections: About the role, Responsibilities (What You'll Do), Requirements (Key Qualifications maybe), Benefits (What You Get), Pay (if present), Schedule (if present). Must not repeat job title. Must not include boilerplate. Must preserve all substantive info. 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." This is maybe not needed as heading? It's generic. Could be part of About the role? But we have "About the Role:" heading already. The overview could be considered part of About the role. We'll include it in About the role paragraph. 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. 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.”" Then "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." Then "What You’ll Do:" with bullet points. Then "What You Get:" with benefits list. Then "Key Qualifications" with bullet points. Then "Attributes &Skills:" with bullet points. Then "Additional Requirements:" with bullet points. Then compensation: "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 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 need to create sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. - About the role: we have content (overview + about the role). So include

About the role

with paragraphs. - Responsibilities: "What You’ll Do:" content. So include

Responsibilities

with
  • items. - Requirements: maybe combine Key Qualifications and Additional Requirements? The instruction says use headings for Requirements, Qualifications, Skills. We have both Key Qualifications and Attributes &Skills. Could map Key Qualifications to Requirements or Qualifications. Attributes &Skills to Skills. Additional Requirements maybe part of Requirements. We need to avoid thin sections. Let's think: We could have: - Requirements: combine Key Qualifications and Additional Requirements (maybe also mention must reside within US, must possess licenses). That seems substantive. - Qualifications: maybe not needed if we used Requirements. But we could have Qualifications separate for things like "Active, unrestricted EA, CPA, or attorney license..." but that's also qualification. Actually Key Qualifications includes license, PTIN, state licenses, experience, familiarity with Circular 230, schedule, bilingual, etc. Additional Requirements includes must reside within US, must possess or obtain state licenses (duplicate). So we could put all under Requirements. - Skills: Attributes &Skills section. - Benefits: What You Get. - Pay: compensation info. - Schedule: maybe not explicitly given besides "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. So we can include Schedule section. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. We should not include Qualifications if we merged into Requirements. But the instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't require all; we include only those with real content. So we can omit Qualifications if we covered under Requirements. Now we need to format lists. Let's extract bullet points. From "What You’ll Do:": - 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 need to preserve asterisks? Probably not needed; we can drop the asterisks. Now "What You Get:" benefits 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 need to keep as list items. Now "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 Now "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. Now "Additional Requirements:" bullet points: - Must reside within the United States. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Note duplicate with Key Qualifications. Now compensation paragraph. Now schedule: we have schedule info in Key Qualifications bullet about working Sunday through Saturday min 20 hours per week. We'll extract that for Schedule section. Now we need to ensure we don't repeat info unnecessarily but preserve all substantive info. Some duplication may be okay but we should avoid repeating same sentence multiple times. We'll try to consolidate. For Requirements section, we can combine Key Qualifications and Additional Requirements, removing duplicates. Let's list unique requirements: - Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. - 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. - Must reside within the United States. Note: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears twice; we keep once. Now Skills section: list attributes. Now Benefits section: list. Now Pay section: include base pay range New York $32.50 - $36.00, plus eligibility for cash bonus, equity rewards, benefits. Also mention pay based on factors, equity etc. Now Schedule section: include the schedule info (Sunday through Saturday, min 20 hrs per week, hours subject to change, scale up during peak demand). Also note role is non-exempt and requires onsite presence. Now About the role: combine overview and About the role paragraph. Let's craft paragraphs. About the role paragraph: Combine the overview sentences: "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. Intuit is seeking highly motivated individuals to join our dynamic team as dedicated

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