Business Tax Professional - In-Store

We need to produce 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 Job ID etc. Must include only sections with real content. Must not include filler like "commensurate with experience". Must preserve all substantive info. We need to parse the posting. Sections: - Overview: maybe not a heading? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Overview maybe not needed; but we could include as a

before headings? The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". It doesn't forbid other headings not listed, but they gave examples. Probably we should stick to those headings only if content exists. Overview could be considered part of About the role? But there is an explicit "About the Role:" heading in the text. So we can use

About the role

and put the paragraph(s) under it. Then "What You’ll Do" corresponds to Responsibilities. So

Responsibilities

with list of duties. Then "Key Qualifications" maybe Requirements or Qualifications. We'll use

Requirements

(or Qualifications). The instruction includes both Requirements and Qualifications as possible headings. We'll choose Requirements. Then "What You Get:" corresponds to Benefits. So

Benefits

with list. Pay: The posting includes "Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76". Also mentions cash bonus, equity rewards. So we have pay info. So we should include a Pay section. Schedule: The posting mentions "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. Also there is "Attributes & Skills" which could be Skills section. So we could include Skills. We must not create sections with filler. All these have content. We must not include boilerplate like EEO etc. Not present. We must not include application instructions. We must preserve all substantive info; not invent or summarize away detail. So we need to include details like specific qualifications, etc. We need to format lists with

• . For prose, use

  . We need to decide how to break up content. Let's extract each section. About the role: The paragraph after "About the Role:" up to before "What You’ll Do". Let's capture: "In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. 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 nonexempt and requires onsite presence at a TurboTax store in the United States." We'll put that in

  . Responsibilities (What You’ll Do): The bullet list after "What You’ll Do". It includes: - Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. - Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. - Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. - Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. - 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. We can make each as

• with the text. Requirements (Key Qualifications): The section "Key Qualifications Who You Are:" includes many bullet-like sentences. We need to capture all. Let's extract: "Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. 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" We'll put each as
• . Attributes & Skills: Could be Skills section. Let's extract: "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." We'll put as
• under Skills. Benefits (What You Get): The list after "What You Get:" includes: - 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'll put as
• . Pay: The paragraph about compensation: "Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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'll put as

  maybe with the details. Schedule: Already partly in requirements but we can separate. The schedule info: "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 put as

  . We must not duplicate content. The schedule appears also in Requirements (the same sentence). To avoid duplication, we should not repeat same content. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we put schedule in its own section, we should not also include it in Requirements. But the Requirements section includes that sentence as part of qualifications. We could either keep it in Requirements and not have a separate Schedule section, or we could move it to Schedule and remove from Requirements. The instruction says include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. It doesn't forbid duplication, but better to avoid duplication. However, we must preserve all substantive info; if we remove it from Requirements, we still have it in Schedule, so it's preserved. So we can move schedule to its own section and omit from Requirements. Thus Requirements will exclude that sentence. Similarly, the "Must be comfortable working onsite..."