Tax Expert

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. We need to parse the posting. Content: Overview: "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.”" Then "About the Role:" paragraph. Then "What You’ll Do:" with bullet points (list). Then "What You Get:" bullet list of benefits. Then "Key Qualifications" with bullet list. Then "Attributes &Skills:" bullet list. Then "Additional Requirements:" bullet list. Then compensation: "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." Also schedule: "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." Thus we have sections: - About the Role: content after "About the Role:" up to before "What You’ll Do:"? Actually the "About the Role:" paragraph includes description. We'll capture that. - Responsibilities: from "What You’ll Do:" bullet list. - Requirements: maybe from "Key Qualifications" and "Additional Requirements"? But we have separate sections: Qualifications, Skills, Requirements. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly. We have: - About the Role: we have. - Responsibilities: "What You’ll Do:" bullet list. - Qualifications: "Key Qualifications" bullet list. - Skills: "Attributes &Skills:" bullet list. - Benefits: "What You Get:" bullet list. - Pay: compensation details. - Schedule: schedule details. - Requirements: maybe we could combine some leftover like "Additional Requirements" (state licenses, reside within US, etc.) Could go under Requirements. Or we could treat Additional Requirements as Requirements. Thus we need to create sections only if there is real specific content. Let's extract each. First, About the Role paragraph: "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 need to keep as prose (

). Might be long but okay. Responsibilities: bullet list under "What You’ll Do:". We need to capture each bullet. The bullet points appear as: * 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. Let's parse: It seems they intended: - 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. Then "Provide Tax Expertise" bullet list: * 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. Then "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'll produce

• for each bullet. 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 into list items. Some items have multiple sentences but okay. We'll create
  • for each bullet separated by "*". Note there is no space after some asterisks. We'll parse manually: - 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 item also appears here but we also have separate schedule section; we might duplicate. But we can keep schedule in its own section and maybe not include schedule in Qualifications. However the Qualifications includes schedule info; but we can still keep it there as it's part of qualifications. But we also need a Schedule section. The instruction: include a section ONLY when posting has real specific content for it. The schedule content exists: "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 specific. So we should have a Schedule section with that content. We can still keep the schedule mention in Qualifications but that would duplicate. Better to remove schedule from Qualifications to avoid duplication. However the instruction says preserve ALL substantive information; do not invent or summarize away detail. If we remove it from Qualifications, we lose that detail unless we put it in Schedule. So we should move schedule detail to Schedule section and not duplicate. So we will exclude schedule bullet from Qualifications. Thus Qualifications list will exclude the schedule bullet. Now Skills: "Attributes &Skills:" bullet list. We need to parse: " * 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." We need to split: - 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. Now Benefits: "What You Get:" bullet list. We need to parse: " 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 Programdiscounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support" The formatting is messy. Let's extract items: -