Jobs · Accounting · New York

Tax Professional – New York

SonicJobs · New York, 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 (expected base pay range), maybe Schedule (hours). Also Skills maybe? The posting includes Attributes & Skills. We'll include Skills section. We must not repeat job title. No Job ID. Remove boilerplate: "Last updated: 24 September 2026SonicJobs 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." That's boilerplate? It's not navigation but maybe considered metadata; but it's not a heading. We can keep as a short paragraph? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So we can include that sentence as a

maybe. But also "Overview" maybe we can include as a paragraph. We need to preserve all substantive information. So we need to include overview paragraph, about the role paragraph, responsibilities list, qualifications list, benefits list, pay paragraph, schedule paragraph (minimum 20 hours per week, Sunday through Saturday, subject to change). Also attributes & skills list. We must not create sections with filler. So we will include sections only if there is real content. Let's extract content: Overview paragraph: "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." Also earlier: "Last updated: 24 September 2026SonicJobs 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." Might be considered metadata; we can include as a short paragraph before overview. About the Role: The paragraph after "About the Role:" includes multiple sentences. We'll combine into a

. Responsibilities: Under "What You’ll Do:" there are bullet points 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 convert each bullet to

  • . We'll group under a
      maybe with headings? The instruction: Use
      • for any list of duties/requirements/benefits. So we can just list all items as
      • . Could also separate sections but not required. We'll just list all duties as
      • . Key Qualifications: Under "Key Qualifications" there is "Who Are:" with bullet points (asterisks). We'll list those as
      • . Also "Attributes & Skills:" bullet list. Benefits: Under "What You Get:" includes list after colon: "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." That's a comma-separated list; we can split into
      • 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 comparisons across categories of ethnicity and gender." We'll make a

        for 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." We'll make a

        for schedule. Also "Must reside within the United States." and "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." Those are under Additional Requirements. We'll include them in Requirements or maybe as separate list. We need to avoid duplication: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears both in Key Qualifications and Additional Requirements. We'll keep once. Now produce HTML fragment. Structure:

        Last updated: 24 September 2026SonicJobs 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.

        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.

        About the Role

        [content]

        Responsibilities

        • ...
        • ...

        Requirements

        • ...
        • ...

        Skills

        • ...
        • ...

        Benefits

        • ...
        • ...

        Pay

        ...

        Schedule

        ...

        Make sure no empty sections. Now extract exact text. Overview paragraph: We'll combine the two sentences: "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." About the Role paragraph: Need to capture all sentences after "About the Role:" until "What You’ll Do:"? The text: "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." We'll combine into a paragraph, ensuring spaces. Responsibilities bullets: Under "What You’ll Do:" there are three sections. 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 convert each bullet after asterisk to
      • . Ensure we keep the leading text before asterisk as part of bullet? Actually the format: "Be a Proactive Community Ambassador* Enthusiastically represent..." So the heading before asterisk is like a subheading. We could treat the whole line as a list item: "Be a Proactive Community Ambassador: Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community." But we need to keep the content. We'll just make each bullet as a list item combining the heading and description. Eg: "
      • Be a Proactive Community Ambassador – Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
      • " Similarly for others. We'll produce list items: - 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. Now Requirements: From "Key Qualifications" bullet list: 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 Also Additional Requirements: "Must reside within the United States." and "Must possess or be able to obtain any related State licenses, certificates, permits,
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