Tax Expert

We need to output HTML fragment with sections: About the role, Responsibilities (What You'll Do), Qualifications (Key Qualifications), Skills (Attributes & Skills), Benefits (What You Get), Pay (if present), Schedule (if present). Also maybe Overview? 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. Do NOT put Job ID etc. Preserve all substantive info. Remove boilerplate. Include a section only when posting has real specific content. We have content: Overview paragraph at start: "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.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.”" We can treat Overview as maybe not a required heading; but we could include as a

before sections. The instruction says use

for section headings; we can have paragraphs outside headings. So we can output a

for overview. Then sections: - About the Role: content after "About the Role:" up to "What You’ll Do:"? Actually "About the Role:" heading then paragraph describing role. We'll capture that. - Responsibilities: "What You’ll Do:" with bullet points (asterisks). We'll convert to

• . - Qualifications: "Key Qualifications" heading then bullet list. - Skills: "Attributes &Skills:" heading then bullet list. - Benefits: "What You Get:" heading then list (some items separated by commas). We'll parse. - Pay: there is compensation info: "Intuit provides a competitive compensation package... 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..." So we have pay range. We'll create Pay section with that info. - Schedule: mention "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. We'll create Schedule section. We must not include boilerplate like EEO etc. Not present. We must not invent or summarize away detail. Must preserve all substantive info. So we need to include all details from those sections. Let's extract each. Overview paragraph: combine the two sentences? Actually there is a run-on: "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.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.”" We'll output as a

  maybe two paragraphs? But we can keep as one

  with the content. Now About the Role: 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'll keep as

  . Responsibilities: "What You’ll Do:" then bullet list with asterisks. Let's extract each bullet: * 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. But formatting is messy due to missing line breaks. We need to parse. Original text: "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 sections: Be a Proactive Community Ambassador (with sub-bullets), Provide Tax Expertise (sub-bullets), Deliver a Best in Class Customer Experience (sub-bullets). We'll treat each main heading as maybe not needed; we can just list all bullets as

• . But we need to preserve the headings? The instruction: use
  • for any list of duties/requirements/benefits. It didn't say we need to keep subheadings. We could keep them as part of
  • text. Probably fine. Thus we will create a
    with each bullet as
    • . We'll need to extract each bullet item. Let's list them: 1. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. 2. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. 3. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. 4. 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). 5. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. 6. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 7. 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). 8. Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. 9. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. 10. Address client inquiries while helping them overcome tax-related challenges. Also there is "Be a Proactive Community Ambassador" heading but not a bullet; we could incorporate as a
    • maybe? But it's a heading; we could treat as a
    • with that text? The instruction: use
      • for any list of duties/requirements/benefits. The heading is not a duty; it's a category. Could we make it a
      • anyway? Might be okay but could be considered filler. Better to omit the heading and just list the duties under it. The heading "Be a Proactive Community Ambassador" is not a duty itself; it's a category. We could either drop it or include as a
      • but that would be inaccurate. I'd drop it and just list the sub-bullets. Similarly "Provide Tax Expertise" and "Deliver a Best in Class Customer Experience" are headings; we drop them. Thus responsibilities list as above 10 items. Now Qualifications: "Key QualificationsWho 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" We need to split bullets. Also note that some bullets include schedule info (Sunday through Saturday etc.) which we might also capture in Schedule section; but we can keep it here as qualification. However schedule info also belongs in Schedule section; we might duplicate but okay. The instruction: preserve ALL substantive information; we can include in both sections if it appears there. But better to keep schedule info in Schedule section and maybe also keep in Qualifications if it's part of qualifications. The bullet includes schedule; we could keep it there as part of qualifications. But we also will create a Schedule section with that info. Duplication may be okay but maybe considered redundant. However instruction: do not invent or summarize away detail; duplication is not summarizing away; it's preserving. It's okay. Let's extract each bullet: - 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