Jobs · Accounting · New York

Tax Professional

SonicJobs · Great Neck, NY · 1 mo ago
On-siteAccounting$32.5–$36/hrInternship
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate. We need to parse the posting. Content: 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." 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:" bullet points. Then "Additional Requirements:" bullet points. Then "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 (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 sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for About the Role (the paragraph after "About the Role:"). Responsibilities: The "What You’ll Do:" bullet list. Requirements: Might be "Key Qualifications" and "Additional Requirements". But we need separate sections: Requirements and Qualifications. Usually Requirements are mandatory items; Qualifications maybe preferred. But we can split: Requirements: Must reside within US, must have PTIN, active license, etc. Qualifications: maybe "Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience..." Actually that is qualification. Let's interpret: The posting has "Key Qualifications" and "Attributes &Skills". Also "Additional Requirements". So we can map: - About the role: paragraph. - Responsibilities: bullet list under "What You’ll Do:". - Requirements: combine "Additional Requirements" and maybe mandatory items from Key Qualifications (like active license, PTIN, state licenses, 3 years experience, etc). But we need to avoid duplication. We'll list all mandatory items. - Qualifications: maybe "Key Qualifications" (the list of qualifications). But that overlaps. Could treat "Key Qualifications" as Qualifications section. And "Attributes &Skills" as Skills section. - Benefits: list under "What You Get:". - Pay: the compensation paragraph. - Schedule: mention of hours: "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 need to ensure we don't create sections with placeholder text. All have content. We must not include boilerplate like EEO etc. Not present. We must not repeat job title as heading. We must not include Job ID etc. We must output only HTML fragment. We'll produce something like:

About the Role

... (the paragraph)

Responsibilities

  • ...
  • ...

Requirements

  • Active, unrestricted EA, CPA, or attorney license
  • Active Preparer Tax Identification Number (PTIN) as required by law
  • 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 reside within the United States
  • Willing to wear a TurboTax uniform
  • Willing to work in a front‑facing retail environment
But we need to ensure we don't duplicate items that also appear in Qualifications. Might be okay. Qualifications section: maybe list the "Key Qualifications" bullet points (the ones after "Who Are:*"). Let's extract those: * 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 But many of these overlap with Requirements. To avoid duplication, we could treat Requirements as the mandatory items (like PTIN, license, experience, state licenses, residency, uniform, front-facing). Qualifications could be the preferred/experience items: deep knowledge of tax law preferred, interest in building presence, bilingual plus, holistic tax advisory experience, etc. However the instruction says preserve ALL substantive information; we can duplicate but better to avoid redundancy. But duplication is not prohibited; we just must not invent or summarize away detail. Duplication is okay as long as we preserve info. However we should aim for few substantive sections over many thin ones. Duplication may create thin sections. Better to split logically. Let's define: - About the role: paragraph. - Responsibilities: bullet list from "What You’ll Do:". - Requirements: mandatory items: active unrestricted EA/CPA/attorney license, active PTIN, state licenses, 3 years experience filing 30+ returns, familiarity with Circular 230, must reside in US, willing to wear uniform, willing to work front-facing retail, must be comfortable working onsite Sunday-Saturday min 20 hrs/week (schedule). Actually schedule info could go to Schedule section. - Qualifications: preferred/additional: deep knowledge of tax law preferred, interest in building local/online social presence, bilingual English/Spanish plus, experience in holistic tax advisory services beyond filing. - Skills: Attributes &Skills bullet list. - Benefits: list from "What You Get:". - Pay: compensation paragraph. - Schedule: mention of hours (minimum 20 hrs per week, Sunday-Saturday, subject to change, scale up peak). Also note "operating hours are subject to change and will likely scale up during periods of peak customer demand." We need to ensure we don't create sections with placeholder text like "commensurate with experience". Not present. Now extract each piece. About the role paragraph: Let's copy exactly the paragraph after "About the Role:" up to before "What You’ll Do:". Original: "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 need to ensure spacing: there are missing spaces after periods but we can keep as is or fix minor punctuation? Probably keep as is but we can add spaces for readability. The instruction: preserve ALL substantive information; do not invent or summarize away detail. Adding spaces is not changing meaning, it's fine. We'll keep readable. Now Responsibilities bullet list: Under "What You’ll Do:" there are sections with headings: "Be a Proactive Community Ambassador*", "Provide Tax Expertise", "Deliver a Best in Class Customer Experience". Each has sub-bullets with asterisks. We need to extract each bullet point. Let's list: 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 output as
  • items. Now Requirements: We'll list mandatory items. From the posting, mandatory items appear in "Key Qualifications" (the ones with

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