Jobs · Accounting · New Jersey

Tax Professional

SonicJobs · Edison, NJ · 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), Qualifications (Key Qualifications, Attributes & Skills, Additional Requirements?), Benefits (What You Get), Pay (expected base pay range). Also maybe Schedule? Not given explicitly, but mention "minimum of 20 hours per week" and "Sunday through Saturday". That's schedule info. So we can include Schedule section. We must not repeat job title as heading. No Job ID. Remove boilerplate. We need to preserve all substantive info. Use

for each section heading. Use
  • for lists. Use

    for prose. We need to decide sections: About the role (from "About the Role:" paragraph). Responsibilities (What You'll Do bullet points). Qualifications (Key Qualifications, Attributes & Skills, Additional Requirements). Benefits (What You Get). Pay (expected base pay range). Schedule (minimum 20 hours per week, Sunday through Saturday). Possibly also mention "non-exempt and requires onsite presence". That could be in About the role or Schedule. We must not create sections with filler text. All sections have content. Let's extract content. About the Role: Paragraph after "About the Role:" 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 can keep that as prose in

    . Responsibilities: "What You’ll Do:" with bullet points under subheadings: Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience. Each bullet has sub-bullets. We need to output

    • for any list of duties/requirements/benefits. So we can have top-level
        with each main duty as
      • , and inside each we can have nested
          for subpoints. Qualifications: "Key Qualifications" with bullet list under "Who You Are:" then "Attributes &Skills:" bullet list, then "Additional Requirements:" bullet list. We can combine into one Qualifications section with sublists? But spec says use
          • for any list. Could have multiple
              inside section. We'll output:

              About the Role

              ...

              Responsibilities

              • 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.

              Qualifications

              Key Qualifications

              • 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

              • 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

              • Must reside within the United States.
              • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

              Benefits

              • 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

              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 Intuit’s applicable plans and programs.

              Schedule

              Minimum of 20 hours per week, Sunday through Saturday. Operating hours are subject to change and will likely scale up during periods of peak customer demand.

              We need to ensure we didn't repeat job title. No markdown. Output only HTML fragment. Check for any boilerplate removed: we removed SonicJobs intro, overview, etc. We kept substantive. Check for duplication: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears twice (in Key Qualifications and Additional Requirements). It's okay to keep both as they are in original; but we could deduplicate? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines are okay to keep? It says remove duplicated lines. Actually: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. The line about state licenses appears in both Key Qualifications and Additional Requirements. It's duplicated. We should keep only one occurrence. Which section? Probably keep in Key Qualifications and remove from Additional Requirements. Additional Requirements then only has "Must reside within the United States." We'll keep that. Also "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears also in Key Qualifications. We'll keep there. Also "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." appears in Key Qualifications and also we used for Schedule. That's not duplicate exactly; it's same content but we placed in Schedule section. Might be considered duplicate. We could keep it only in Schedule and remove from Qualifications. But the qualification includes that as a requirement. The instruction says remove duplicated lines. We should avoid repeating same sentence. Let's keep it in Schedule section and remove from Qualifications. However the qualification list also includes "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 a qualification. If we remove it, we lose that qualification info. But we can keep it in Qualifications and not duplicate in Schedule; instead Schedule can just reference the hours. But the schedule info is essentially same. We could keep schedule as a brief note: "Minimum of 20 hours per week, Sunday through Saturday." That's not duplicate of the longer sentence. So we can keep the longer sentence in Qualifications and schedule as short note. That avoids duplication. Thus adjust: In Qualifications, keep the full sentence. In Schedule, just short phrase. Now also check for any other duplicated lines: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears only once now. Now ensure we didn't include any boilerplate like "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." That's substantive? It's about compensation but we already have Pay section. Could include that as part of Pay. But we already have Pay section with base pay range and bonus eligibility. The sentence "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." is somewhat generic; could be considered boilerplate? It's not EEO etc. Might be okay to keep but we already have Pay details. Could incorporate into Pay paragraph. But we can keep as part of Pay. We have Pay paragraph: "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 Intuit’s applicable plans and programs." We could add "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." before that. But it's

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