Senior Tax Accountant - Client Advisory & Retail

We need to output HTML fragment with sections: About the role, Responsibilities (maybe "What You'll Do"), Requirements/Qualifications, Benefits, Pay, Schedule (if present). Must not repeat job title. Must not include boilerplate like login instructions, navigation, etc. Must preserve all substantive info. Let's parse the job posting. Key parts: - Overview: Intuit is seeking ... TurboTax Retail Experts ... (some prose). Could be part of About the role? Actually there is "About the Role:" heading later. So we can treat Overview as part of About the role. - About the Role: includes description of onsite work, serving customers, etc. - What You'll Do: bullet list of duties (Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience). Each with sub-bullets. - What You Get: benefits list: 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. - Key Qualifications: includes bullet list of qualifications: Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. Have an active PTIN. 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 of attributes: Passionate about empowering customers..., Passionate about your local community..., Entrepreneurial and self-driven..., Exceptional customer service skills..., Excited to be showcased..., Strong verbal and written communication skills., Ability to work in a fast-paced environment..., Proficient with technology... - Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. - 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 - $36.00 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." Thus we have Pay section. Schedule: Not explicitly given except mention of minimum 20 hours per week, Sunday through Saturday, operating hours subject to change. That's schedule info. Could be included under Schedule section. But we need to only include sections when posting has real specific content. We have content for About the role, Responsibilities (What You'll Do), Requirements/Qualifications (Key Qualifications + Attributes & Skills + Additional Requirements), Benefits (What You Get), Pay, Schedule (minimum 20 hours per week, Sunday through Saturday). So we can include all. We must not repeat job title. Must not include Job ID etc. Must not include boilerplate like login, apply now, etc. We need to output only HTML fragment, no /, no markdown fences. We need to use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It seems they expect we can choose appropriate headings. Probably we should use headings like About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Could also combine Qualifications and Skills but they said we can use those headings. However we should not create empty sections. We have content for each. We need to use

• for any list of duties/requirements/benefits, and

  for prose. Thus for each section we need to decide if content is prose or list. - About the role: Could be prose (overview + description). We'll put

  containing the overview and role description. - Responsibilities: list of duties (Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience) each with sub-bullets. We'll make a

  with
  • for each main duty, and inside each
  • we can have
    for sub-items. - Requirements: Could combine Key Qualifications, Attributes & Skills, Additional Requirements. Could be a list. We'll make a
    with items. - Benefits: list from What You Get. Use
    . - Pay: prose about pay range. Use

    . - Schedule: prose about minimum 20 hours per week, Sunday through Saturday, operating hours subject to change. Use

    . We must ensure we preserve all substantive information. Let's extract details precisely. 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. 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."" About the Role section: after "About the Role:" we have: "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 can combine overview and About the Role into one prose block. Responsibilities (What You'll Do): - 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 preserve all sub-points. Benefits (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 should keep as list. Key Qualifications: - 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: - 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 that some items duplicate (state licenses etc). We can keep but maybe combine. But we must preserve all substantive info; duplication is okay but we could deduplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is not inventing or summarizing away; it's okay to keep duplicates. However we might want to avoid redundancy but it's not required. Safer to keep as is. Pay section: The paragraph: "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 - $36.00 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