Retail Tax Expert

We need to output HTML fragment with sections: About the role, Responsibilities (maybe "What You’ll Do"), Requirements (Key Qualifications, Attributes & Skills, Additional Requirements), Benefits (What You Get), Pay (if present), Schedule (if present). Must not repeat job title. Must not include boilerplate. Must preserve all substantive info. We need to parse the posting. Let's extract sections: Overview: Intro 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. 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.”" We can put that as a

maybe under no heading? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. We can include a leading paragraph before any heading? Probably okay. But we could also treat "Overview" as not a standard heading; maybe we just include it as a

before sections. Then "About the Role:" heading ->

About the role

then content. Then "What You’ll Do" -> could be Responsibilities section. Use

Responsibilities

then list items. Then "What You Get:" -> Benefits section

Benefits

then list. Then "Key Qualifications" -> could be Requirements/Qualifications. We'll have

Requirements

maybe combine Key Qualifications and Attributes & Skills and Additional Requirements. But we need to follow instruction: prefer a few substantive sections over many thin ones. So we could have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. 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 Washington $32.50 - $36.00". So we have pay range. Also mention cash bonus, equity rewards. So we should include 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. Now we need to ensure we don't include boilerplate like EEO etc. There's none. We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information. Let's extract details. Overview paragraph: We'll keep as

. About the Role: content after "About the Role:" includes: "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 preserve all that. Might be some duplicate sentences: "You will serve customers in-person using Intuit TurboTax products." appears twice? Actually first sentence: "you will work on-site ... serving in-person customers who use Intuit TurboTax products." Then later: "You will serve customers in-person using Intuit TurboTax products." It's slightly different but we keep both. Now Responsibilities: "What You’ll Do" includes bullet-like sentences but not actual list formatting. We need to convert to

• . The text: "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 need to turn each line into
• . Some lines are headings like "Be a Proactive Community Ambassador", "Provide Tax Expertise", "Deliver a Best in Class Customer Experience". Those could be considered subheadings but we only have

  for sections; we could still keep them as

  items (they are sentences). Probably fine. Now Benefits: "What You Get:" includes list: "As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 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 need to preserve each as

  . Also note "Employee Assistance Program" maybe separate line; then "discounts on Intuit products including a free copy of TurboTax," is part of same bullet? In original it's line break after Employee Assistance Program then discounts... We'll treat as separate bullet: "Employee Assistance Program" and "discounts on Intuit products including a free copy of TurboTax". But to preserve info, we can combine: "Employee Assistance Program; discounts on Intuit products including a free copy of TurboTax". However better to keep as two bullets: "Employee Assistance Program" and "discounts on Intuit products including a free copy of TurboTax". The original had line break; we can keep as separate. Now Requirements: combine Key Qualifications, Attributes & Skills, Additional Requirements. 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" Attributes & Skills list: "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." Additional Requirements: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." Note duplicate of state licenses appears also in Key Qualifications; we should keep but not duplicate? Instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines. The duplicate "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." appears twice. We should keep only one instance. 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." appears in Key Qualifications; we might also have schedule section later; we should not duplicate that info in Requirements if we move to Schedule section. But we need to preserve all substantive info; we can keep it in Schedule section and not duplicate in Requirements. However the instruction says preserve ALL substantive information; we can move it to Schedule section and not duplicate. That's okay as long as we don't lose info. We'll include schedule info in Schedule section. Now Pay section: "Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is Washington $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 to preserve that. We'll put in

  Pay

  then

  with that info. Now Schedule section: from Key Qualifications: "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." Also maybe mention "Sunday through Saturday". We'll put that. Now we need to ensure we don't include boilerplate like EEO etc. Not present. Now produce HTML fragment. Structure:

  Overview paragraph.

  About the role

  ... (the About the Role paragraph)

  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