Tax Accountant

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 (if present), Schedule (if present). Must not repeat job title. Must not include boilerplate like EEO, navigation, etc. Must preserve all substantive info. We need to parse the posting. Content: First paragraph: "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." This is maybe meta but not part of job description? It's about the posting. Should we keep? It's substantive? It's about the recruiting partner. Might be considered boilerplate? It's not typical job description but it's part of the posting. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." This line is not those. It's describing the partnership. Might keep as a short paragraph before sections? Probably okay. Then "Overview 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.”" That's overview prose. Then "About the Role:" heading. Then description. Then "What You’ll Do:" heading with bullet points. Then "What You Get:" heading with benefits list. Then "Key Qualifications" heading with bullet points. Then "Attributes &Skills:" heading with bullet points. Then "Additional Requirements:" heading with bullet points. Then compensation 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 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 include Pay section only if posting actually states them. It does state base pay range for New York. So we should include a Pay section with that info. Also schedule? Not explicitly given except "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 (minimum 20 hours per week, Sunday-Saturday). So we should include Schedule section. Benefits: "What You Get:" includes 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. Also maybe mention cash bonus, equity rewards etc. But those are in compensation paragraph. We'll include benefits as list. We must not repeat job title as heading. Use

for section headings. We need to decide which sections to include: About the Role, Responsibilities (What You’ll Do), Requirements (maybe combine Key Qualifications, Attributes &Skills, Additional Requirements?), Benefits, Pay, Schedule. Could also have Overview as a

before sections. We must not create sections with filler text. All sections have content. We need to use

• for any list of duties/requirements/benefits. For prose use

  . We must preserve all substantive information; do not invent or summarize away detail. We need to ensure we don't drop any important details. Let's extract details: 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.”" We'll put that as a

  after the initial SonicJobs line? Might combine. The SonicJobs line: "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." Could be considered part of overview but it's about the recruiter. Might keep as a

  as well. Now 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'll put that as

  under

  About the Role

  . Now Responsibilities: "What You’ll Do:" with bullet points: - 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 the asterisks? They appear as formatting markers. Probably we can keep them as part of text but maybe remove stray asterisks? The instruction: preserve ALL substantive information; do not invent or summarize away detail. The asterisks are likely formatting for bold. Might keep them but they are not substantive. Safer to keep them as they appear? Might be considered noise. I'd keep the text without the asterisks, but that could be summarizing away detail? The asterisks are not substantive; removing them is okay. We'll keep the sentences. We'll create
  • for each bullet point. The bullet points have sub-bullets. We could flatten: each main bullet as
  • containing subpoints as separate sentences or nested
    . Simpler: each line starting with * as a
    • . We'll treat each line after the heading as a list item. Thus list items: - 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. - 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. - 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. That captures all. Now Benefits: "What You Get:" 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 Also maybe mention cash bonus, equity rewards etc but those are in compensation paragraph. We'll make
      • for each. Now Key Qualifications: bullet list: - 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 Note: The schedule bullet appears here; but we also have schedule section. Might duplicate. We'll keep schedule info in Schedule section, but also it's in qualifications. To avoid duplication, we could keep it only in Schedule section and remove from qualifications. However the instruction: preserve ALL substantive information; do not invent or summarize away detail. If we remove it from qualifications, we are omitting detail. Better to keep it in qualifications and also have schedule section? That would duplicate. We could move schedule info to Schedule section and remove from qualifications, but that would be removing detail from qualifications (though we still have it elsewhere). The instruction says preserve ALL substantive information; does not forbid duplication, but we should avoid unnecessary duplication? It didn't forbid duplication, but