Tax Professional – Staten Island
SonicJobs · Staten Island, NY · 1 mo ago
On-siteAccounting$32.5–$36/hrInternship
We need to output HTML fragment with sections: About the role, Responsibilities (maybe "What You’ll Do"), Requirements (Key Qualifications, Additional Requirements), Benefits (What You Get), Pay (expected base pay range), maybe Schedule (minimum 20 hours per week, Sunday through Saturday). Also maybe Skills (Attributes & Skills). Must only include sections with real content. Must not repeat job title. Must not include Job ID etc. Must not include boilerplate like EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract sections:
- Overview: maybe not needed as heading? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Overview could be considered part of About the role? But we have "About the Role:" heading in posting. So we can use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Overview could be considered part of About the role? But we have "About the Role:" heading in posting. So we can use About the role
and include the paragraphs under that.
- 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. We can combine into a list of duties. Could also keep subheadings but not required. We'll just list duties.
- Requirements: Key Qualifications (list). Also Additional Requirements (must reside within US, must possess or be able to obtain any related State licenses, etc). Also maybe "Attributes & Skills" could be Skills section.
- Benefits: "What You Get:" list.
- Pay: "expected base pay range for this position is: New York $32.50 - $36.00" plus mention of cash bonus, equity rewards and benefits. So we include Pay section with that 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." So schedule section.
We must not include sections with filler like "commensurate with experience". Not present.
We must not repeat job title.
We must not include Job ID etc.
We must not include cookie/navigation/legal/EEO etc. The posting includes some lines like "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 like a header but not a heading; we can include as a short paragraph maybe? It's substantive? It's basically describing the partnership. Might be considered boilerplate? It's not EEO etc. It's describing the recruitment partnership. Probably we should keep it as a short paragraph before sections? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." This line is not those. It's okay to keep as a short paragraph. But we need to decide if we want a heading for it. Probably not; just a at top.
We must output only HTML fragment, no /, no markdown fences.
Let's craft:
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.
About the role
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.” 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.
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.
Requirements
- 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.
- Must reside within the United States.
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.
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. Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location.
We need to ensure we didn't duplicate content. The schedule info we included in Requirements (the bullet about comfortable working onsite...). Could also create a separate Schedule section, but we already included that bullet. The instruction: Prefer a few substantive sections over many thin ones. So we can keep schedule within Requirements. However we also have a separate bullet about schedule; it's okay.
We must not include "Additional Requirements" as separate heading; we folded into Requirements.
We must not include "Overview" as heading; we made a paragraph.
Check for any leftover boilerplate: The line "To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender." That's EEO-related? It's about pay equity; could be considered EEO/equal-opportunity boilerplate. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. So we should remove that sentence. It appears at end of posting. We'll omit.
Also "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." That's somewhat generic but maybe not boilerplate; it's substantive about compensation. We could incorporate into Pay section. We already have Pay section; we could add that sentence. But we already have Pay section with base pay range and bonus etc. We could add "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." as part of Pay paragraph.
We must not include "see more about our compensation and benefits at Intuit®: Careers | Benefits". That's a link/application instruction; remove.
We must not include "Last updated: 24 September 2026SonicJobs is working..." we already have a paragraph but we need to add a space after colon? The original had no space before SonicJobs. We'll format nicely.
Now ensure we didn't miss any substantive info: The bullet about "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears twice (in Key Qualifications and Additional Requirements). We'll keep only one.
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." Already included.
Also "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" included.
Also "Bilingual (English/Spanish) communication skills are a plus" included.
Also "Experience
at top. We must output only HTML fragment, no /, no markdown fences. Let's craft:
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.
About the role
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.” 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.
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.
Requirements
- 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.
- Must reside within the United States.
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.
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. Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location.
We need to ensure we didn't duplicate content. The schedule info we included in Requirements (the bullet about comfortable working onsite...). Could also create a separate Schedule section, but we already included that bullet. The instruction: Prefer a few substantive sections over many thin ones. So we can keep schedule within Requirements. However we also have a separate bullet about schedule; it's okay. We must not include "Additional Requirements" as separate heading; we folded into Requirements. We must not include "Overview" as heading; we made a paragraph. Check for any leftover boilerplate: The line "To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender." That's EEO-related? It's about pay equity; could be considered EEO/equal-opportunity boilerplate. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. So we should remove that sentence. It appears at end of posting. We'll omit. Also "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." That's somewhat generic but maybe not boilerplate; it's substantive about compensation. We could incorporate into Pay section. We already have Pay section; we could add that sentence. But we already have Pay section with base pay range and bonus etc. We could add "Intuit provides a competitive compensation package with a strong pay for performance rewards approach." as part of Pay paragraph. We must not include "see more about our compensation and benefits at Intuit®: Careers | Benefits". That's a link/application instruction; remove. We must not include "Last updated: 24 September 2026SonicJobs is working..." we already have a paragraph but we need to add a space after colon? The original had no space before SonicJobs. We'll format nicely. Now ensure we didn't miss any substantive info: The bullet about "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears twice (in Key Qualifications and Additional Requirements). We'll keep only one. 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." Already included. Also "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" included. Also "Bilingual (English/Spanish) communication skills are a plus" included. Also "Experience