Tax Expert

We need to output HTML fragment with sections: About the role, Responsibilities (What You’ll Do), Requirements (Key Qualifications, Additional Requirements maybe), Benefits (What You Get), Pay (expected base pay range), maybe Schedule (hours). Must not repeat job title. No boilerplate. Use

for section headings. Use

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

  for prose. We need to preserve all substantive info. Remove navigation, cookie, legal, EEO, etc. The posting includes some boilerplate like "SonicJobs is working with Intuit..." but that's not part of the job description? It's introductory. Should we keep? It says "Preserve ALL substantive information; do NOT invent or summarize away detail." The intro about SonicJobs working with Intuit is not part of the job description but maybe considered boilerplate? It's not navigation/legal/EEO. It's a statement about recruitment partner. Might be considered not essential but it's part of the posting. However the instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." This line is not those categories. It's maybe okay to keep as a short paragraph. But we can decide to include it as a brief intro paragraph before sections. However they said "Do NOT repeat the job title as a heading (the page already shows it)". No job title heading needed. We need sections only when posting has real specific content. We have About the Role (present). Responsibilities (What You’ll Do) present. Requirements (Key Qualifications + Additional Requirements) present. Benefits (What You Get) present. Pay (expected base pay range) present. Schedule (hours) present: "Must be comfortable working onsite ... 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. Thus we will have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. We need to format lists appropriately. Let's extract content. About the Role: paragraph(s) after "About the Role:" up to before "What You’ll Do:"? The text: "About the Role: 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 in

  . Responsibilities: "What You’ll Do:" then bullet points with asterisks. We need to convert each bullet to

• . The bullet points have sub-bullets? Actually they have headings with asterisks then description. Eg: * 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. It seems formatting messed: there are double asterisks. We need to parse. Original: 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 split into list items. Probably each bullet after an asterisk is a responsibility. There are main categories: Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience. Under each there are sub-bullets. We could treat each main category as a heading? But we only use

  for section headings, not for subheadings. Could embed subheadings as inside

  ? Not prohibited. But we need to use

  • for any list of duties/requirements/benefits. So we can have a
    with
    • items, each possibly containing further
      for sub-items. That's acceptable. Thus:
      • 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.
      Now Requirements: combine Key Qualifications and Additional Requirements. 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 Additional Requirements: * Must reside within the United States. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. (duplicate) * 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 separate Pay and Benefits sections. The compensation details belong in Pay section. The benefits list belongs in Benefits section. Thus Requirements section should include qualifications only (excluding pay/benefits). Additional Requirements about residence and state licenses duplicate; we can include residence requirement. Thus Requirements list items: - 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. - Must reside within the United States. We could combine duplicate state license line. Now Benefits section: "What You Get: 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 list each benefit as
      • . The phrase includes some conjunctions. We'll split by commas but careful: "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" Thus items: - 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