Tax Associate

We need to output HTML fragment with sections using

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes description about company, role, responsibilities, requirements, qualifications, benefits, salary range (Pay). No schedule specifics beyond remote, extended hours, occasional travel. That could be considered Schedule? The instruction: include a section ONLY when posting has real, specific content for it. "Schedule" maybe we have remote, extended hours, occasional travel. That's somewhat schedule info. Could include a Schedule section. But we need to see if we have enough specifics: "Remote: US based. Extended hours during peak tax season and as needed to meet client deadlines. Occasional travel for client meetings or practice events." That's schedule/working conditions. Could be placed under a "Work Environment" but we only have allowed headings list. Could map to Schedule? Might be okay. However they said prefer few substantive sections over many thin ones. Could combine Work Environment into Responsibilities? Probably better to have sections: About the role (maybe not needed because they said do NOT repeat job title as heading, but we can have About the role). The posting includes introductory paragraph about company and role. That could be About the role. Then Responsibilities (What You'll Do). Then Requirements (Core Qualifications and Helpful additions). Then Benefits. Then Pay (Salary Range). Possibly Schedule (Remote, extended hours, occasional travel). We'll include those. We must not include boilerplate like EEO etc. Not present. We must preserve all substantive info. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to extract lists. Let's parse: About the role: The first paragraph(s) before "What You'll Do". That includes: "At Aardvark Tax Advisors, the client comes first. We’re a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. Our people are uniquely enabled to spend more of their time understanding clients, solving complex problems, and building lasting relationships. Technology helps make that possible. As the accounting and client services practice of Cynch AI, we use proprietary AI to reduce routine tasks and free up time for higher-value client work. Our tools support the work. Our people remain accountable for the outcome. We’re building an expanding practice with clear paths for career advancement. We're a fast-growing practice with clear paths for advancement. We grow organically and through strategic acquisitions, and as we grow so does our team's scope of responsibility. Each level has defined expectations and advancement criteria, with performance-based opportunities for greater responsibility and equity over time. We’re looking for a Tax Associate to prepare returns, do the research behind them, and build the technical foundation that carries a career in tax. That means working across entity types from day one, learning to find the answer rather than waiting for it, and treating accuracy as the baseline rather than the goal. You’ll work directly with senior practitioners who review your returns and tell you what’s right, and what needs correction. Expect specific feedback. Expect to become the very best at what you do. This role can be performed from anywhere in the continental United States. Please note that the majority of our clients are in California." We'll put that in

  maybe multiple paragraphs but we can combine. Responsibilities: Under "What You'll Do" there are bullet-like paragraphs: Tax Preparation & Compliance (list of duties), Client Support, Learning & Development. Each has multiple sentences. We'll turn each bullet into

  • maybe grouping? The instruction: Use
    • for any list of duties/requirements/benefits. So we need to create lists for each category. Could have separate
      under each heading? Probably we can have a

      Responsibilities then a

      with
      • items each being a duty. Could break down each sentence as separate
      • . Let's extract: Tax Preparation & Compliance: - Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entities. - Gather and organize client financial information, and notice when something is missing before it becomes a problem at review. - Build workpapers, supporting schedules, and documentation that others can pick up and follow. - Hit filing deadlines for returns and extensions. Deadlines are not a negotiation. - Research federal, state, and local tax issues — regulations, open questions, and savings opportunities — and be able to show your source. - Track changes in tax law and apply them to the engagements in front of you. - Maintain client files and records to a standard that holds up under audit. Client Support: - Handle client questions on returns, notices, and general tax matters, and escalate what’s above your level rather than guessing. - Collect what’s needed from clients to keep filings on schedule. - Communicate professionally, protect confidentiality, and be someone clients are glad to hear from. Learning & Development: - Build real depth in tax law, regulations, and how the work actually gets done. - Use internal training and professional development to close the gaps you and your reviewer identify. - Turn what you learn into better ways of working for everyone. Requirements: There's "Core Qualifications" and "Helpful additions". We'll treat as Requirements section with two sublists? Could combine into one list. But we need to preserve all info. We'll create
        • for each qualification. Core Qualifications: - Bachelor’s degree in accounting, finance, or a related field. - 0–3 years in tax, accounting, or a related field. - Working understanding of federal, state, and local tax laws and regulations. - Attention to detail, and the organizational discipline to hold several returns at different stages at once. - Fearless about asking the right questions and getting to the right answers. - Clear written and verbal communication with clients and colleagues. - Proficiency in Excel and Word. Helpful additions: - Actively pursuing CPA or EA. - Internship or entry-level experience in a public accounting firm or an accounting department. - Familiarity with professional tax software (UltraTax, Axcess Tax, Drake, Lacerte, or similar). - Strong research skills and the ability to read a regulation and interpret its meaning. We could also include "Work Environment" as Schedule: Remote: US based. Extended hours during peak tax season and as needed to meet client deadlines. Occasional travel for client meetings or practice events. We'll create Schedule section with
          • items. Benefits: List: Medical, Dental, Vision, 401k with match, Basic Life, LTD. Pay: Salary Range: $60,000 - $85,000. We'll output HTML fragment with headings

            and content. Make sure not to include extra sections like Qualifications if we already have Requirements covering qualifications. The instruction list includes Qualifications as a possible heading. We could have Requirements and Qualifications separate but we might combine. To avoid thin sections, we can have Requirements (includes core qualifications and helpful additions) and maybe skip Qualifications. Or we could have Qualifications separate and Requirements separate? The posting has "Core Qualifications" and "Helpful additions". That's qualifications. So we could have a Qualifications section. Then maybe Requirements not needed. But we need to follow instruction: use headings only when posting has real specific content. We have content for Qualifications. We could also have Requirements (maybe not needed). Let's decide to have Qualifications section (core qualifications and helpful additions). And maybe we don't need a separate Requirements section. However the instruction list includes Requirements as a possible heading; we can omit if not needed. Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. Check if any content missing: The "Work Environment" remote etc goes to Schedule. Now produce HTML. We'll wrap each section:

            About the role

            ...

            etc. For lists:

            Responsibilities

            • ...
            ...
            Make sure to preserve all details exactly. Let's craft the About the role paragraph: combine sentences. We'll produce:

            About the role

            At Aardvark Tax Advisors, the client comes first. We’re a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. Our people are uniquely enabled to spend more of their time understanding clients, solving complex problems, and building lasting relationships. Technology helps make that possible. As the accounting and client services practice of Cynch AI, we use proprietary AI to reduce routine tasks and free up time for higher-value client work. Our tools support the work. Our people remain accountable for the outcome. We’re building an expanding practice with clear paths for career advancement. We're a fast-growing practice with clear paths for advancement. We grow organically and through strategic acquisitions, and as we grow so does our team's scope of responsibility. Each level has defined expectations and advancement criteria, with performance-based opportunities for greater responsibility and equity over time. We’re looking for a Tax Associate to prepare returns, do the research behind them, and build the technical foundation that carries a career in tax. That means working across entity types from day one, learning to find the answer rather than waiting for it, and treating accuracy as the baseline rather than the goal. You’ll work directly with senior practitioners who review your returns and tell you what’s right, and what needs correction. Expect specific feedback. Expect to become the very best at what you do. This role can be performed from anywhere in the continental United States. Please note that the majority of our clients are in California.

            Now Responsibilities list. We'll create
            with each bullet. Make sure to keep punctuation. Responsibilities: - Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entities. - Gather and organize client financial information, and notice when something is missing before it becomes a problem at review. - Build workpapers, supporting schedules, and documentation that others can pick up and follow. - Hit filing deadlines for returns and extensions. Deadlines are not a negotiation. - Research federal, state, and local tax issues — regulations, open questions, and savings opportunities — and be able to show your source. - Track changes in tax law and apply them to the engagements in front of you. - Maintain client files and records to a standard that holds up under audit. - Handle client questions on returns, notices, and general tax matters, and escalate what’s above your level rather than guessing. - Collect what’s needed from clients to keep filings on schedule. - Communicate professionally, protect confidentiality, and be someone clients are glad to hear from. - Build real depth in tax law, regulations, and how the work actually gets done. - Use internal training and professional development to close the gaps you and your reviewer identify. - Turn what you learn into better ways of working for everyone. That's all. Now Qualifications section: We'll have two sublists? Could just list all items. Qualifications: - Bachelor’s degree in accounting, finance, or a related field. - 0–3 years in tax, accounting, or a related field. - Working understanding of federal, state, and local tax laws and regulations. - Attention to detail, and the organizational discipline to hold several returns at different stages at once. - Fearless about asking the right questions and getting to the right answers. - Clear written and verbal communication with clients and colleagues. - Proficiency in Excel and Word. - Actively pursuing CPA or EA. - Internship or entry-level experience in a public accounting firm or an accounting department. - Familiarity with professional tax software (UltraTax, Axcess Tax, Drake, Lacerte, or similar). - Strong research skills and the ability to read a regulation and interpret its meaning. Now Benefits section: - Medical - Dental - Vision - 401k with match - Basic Life - LTD Pay section:

            Salary Range: $60,000 - $85,000

            Schedule section: - Remote: US based. - Extended hours during peak tax