Business Tax Professional - In-Store
headings. Use - for lists,
for prose. No job title heading. No Job ID. Remove boilerplate.
We need to preserve all substantive info.
Let's extract sections:
Overview: Intro paragraph about role. Could be part of About the role? Actually there is an "About the Role:" heading later. The overview before that is generic. We could include it in About the role section as prose.
We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
But we should only include sections that have real content. Let's see:
- About the role: we have description after "About the Role:" paragraph. Good.
- Responsibilities: "What You’ll Do" bullet list. Good.
- Requirements: "Key Qualifications" list. Also "Additional Requirements". Could combine into Requirements section.
- Qualifications: maybe separate? The instruction says use headings like Qualifications, Skills, Benefits, Pay, Schedule. We could have Qualifications (maybe same as Requirements) and Skills (Attributes & Skills). But we need to avoid duplication. Could treat Key Qualifications as Requirements, Attributes & Skills as Skills. Also there is "Additional Requirements" maybe part of Requirements.
- Benefits: "What You Get:" list.
- Pay: compensation details with ranges per state, plus mention of cash bonus, equity rewards.
- Schedule: mention of minimum 20 hours per week, Sunday through Saturday, operating hours subject to change, peak demand.
Thus we can include all sections.
We must not include filler like "commensurate with experience". Not present.
We need to ensure we don't repeat job title as heading. Not needed.
We must not include markdown fences.
We need to output only HTML fragment.
Let's craft:
About the role
Intro paragraph plus the About the Role description.
We need to combine overview and About the Role text.
Overview: "Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 paragraph: "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."
Combine into one maybe long but okay.
Next Responsibilities:
Responsibilities
then with each bullet from "What You’ll Do". Need to capture each bullet:
- 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.
Make each as - .
Next Requirements / Qualifications: We have "Key Qualifications Who You Are:" list. Also "Additional Requirements". Also "Attributes & Skills". We'll split: Requirements (Key Qualifications + Additional Requirements) and Skills (Attributes & Skills). Or we could have Qualifications and Skills. The instruction says use headings like Qualifications, Skills, Benefits, Pay, Schedule. So we should have Qualifications and Skills separate.
Thus:
Qualifications
with list from Key Qualifications.
Key Qualifications bullet points:
- 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
Also Additional Requirements: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." This duplicates some but we can include.
We'll combine.
Now Skills: Skills
list from 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.
Now Benefits: Benefits
list from "What You Get:":
- 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 could keep as list.
Pay: Pay
paragraph with compensation details.
Text: "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 .
Schedule:
Schedule
paragraph: maybe combine from Qualifications about hours. But we already have schedule info in Qualifications. However we can still have a Schedule section summarizing: "Minimum of 20 hours per week, Sunday through Saturday; operating hours subject to change and likely increase during peak demand." We'll include as .
Make sure not to duplicate content excessively but it's okay to repeat? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Repeating is okay but maybe better to keep schedule info only in Schedule section and not duplicate in Qualifications. However Qualifications includes that bullet about working onsite etc. We could keep it there but also have Schedule section; duplication may be okay but maybe better to keep schedule info only in Schedule and remove from Qualifications to avoid duplication. However the instruction says preserve ALL substantive information; removing it would lose info. So we need to keep it somewhere. If we put it in Schedule, we still need to keep the info about working onsite etc. That's covered
for prose. No job title heading. No Job ID. Remove boilerplate. We need to preserve all substantive info. Let's extract sections: Overview: Intro paragraph about role. Could be part of About the role? Actually there is an "About the Role:" heading later. The overview before that is generic. We could include it in About the role section as prose. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections that have real content. Let's see: - About the role: we have description after "About the Role:" paragraph. Good. - Responsibilities: "What You’ll Do" bullet list. Good. - Requirements: "Key Qualifications" list. Also "Additional Requirements". Could combine into Requirements section. - Qualifications: maybe separate? The instruction says use headings like Qualifications, Skills, Benefits, Pay, Schedule. We could have Qualifications (maybe same as Requirements) and Skills (Attributes & Skills). But we need to avoid duplication. Could treat Key Qualifications as Requirements, Attributes & Skills as Skills. Also there is "Additional Requirements" maybe part of Requirements. - Benefits: "What You Get:" list. - Pay: compensation details with ranges per state, plus mention of cash bonus, equity rewards. - Schedule: mention of minimum 20 hours per week, Sunday through Saturday, operating hours subject to change, peak demand. Thus we can include all sections. We must not include filler like "commensurate with experience". Not present. We need to ensure we don't repeat job title as heading. Not needed. We must not include markdown fences. We need to output only HTML fragment. Let's craft:
About the role
Intro paragraph plus the About the Role description.
We need to combine overview and About the Role text. Overview: "Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 paragraph: "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." Combine into onemaybe long but okay. Next Responsibilities:
Responsibilities
then- with each bullet from "What You’ll Do". Need to capture each bullet:
- 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.
Make each as
- .
Next Requirements / Qualifications: We have "Key Qualifications Who You Are:" list. Also "Additional Requirements". Also "Attributes & Skills". We'll split: Requirements (Key Qualifications + Additional Requirements) and Skills (Attributes & Skills). Or we could have Qualifications and Skills. The instruction says use headings like Qualifications, Skills, Benefits, Pay, Schedule. So we should have Qualifications and Skills separate.
Thus:
Qualifications
with list from Key Qualifications. Key Qualifications bullet points: - 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 Also Additional Requirements: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." This duplicates some but we can include. We'll combine. Now Skills:Skills
list from 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. Now Benefits:Benefits
list from "What You Get:": - 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 could keep as list. Pay:Pay
paragraph with compensation details. Text: "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. Schedule:
Schedule
paragraph: maybe combine from Qualifications about hours. But we already have schedule info in Qualifications. However we can still have a Schedule section summarizing: "Minimum of 20 hours per week, Sunday through Saturday; operating hours subject to change and likely increase during peak demand." We'll include as. Make sure not to duplicate content excessively but it's okay to repeat? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Repeating is okay but maybe better to keep schedule info only in Schedule section and not duplicate in Qualifications. However Qualifications includes that bullet about working onsite etc. We could keep it there but also have Schedule section; duplication may be okay but maybe better to keep schedule info only in Schedule and remove from Qualifications to avoid duplication. However the instruction says preserve ALL substantive information; removing it would lose info. So we need to keep it somewhere. If we put it in Schedule, we still need to keep the info about working onsite etc. That's covered