Tax Expert

We need to output HTML fragment only, with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have sections where content exists. We must not repeat job title. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Let's extract sections: Overview: Intro 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. 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 that as maybe "About the role"? Actually there is a heading "About the Role:" later. So we can put that intro in a

before sections? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. Thus we need to decide which sections to include. We have content for: - About the Role: there is a heading "About the Role:" with description. - Responsibilities: there is a "What You’ll Do:" with bullet points (Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience). Those are responsibilities. - Qualifications: there is "Key Qualifications" with bullet list. - Skills: there is "Attributes &Skills:" with bullet list. - Benefits: there is "What You Get:" with bullet list of benefits. - Pay: there is "Intuit provides a competitive compensation package... The expected base pay range for this position is: New York $32.50 - $36.00". Also mentions cash bonus, equity rewards. So we have pay info. - Schedule: there is 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. Thus we can include sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. We need to ensure we don't duplicate content. Also need to preserve all substantive info. We need to format lists using

  • . For prose, use

    . We need to avoid filler like "commensurate with experience" etc. Not present. We need to remove duplicated lines. Let's extract content precisely. 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 that as prose under About the role heading. Now Responsibilities: Under "What You’ll Do:" there are three main bullet groups each with sub-bullets indicated by asterisks. We need to capture all sub-points. Let's list: 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 all. Use

    • for each bullet. Could group under subheadings? Not required; we can just list all responsibilities as a flat list. But maybe better to keep grouping? The instruction: Use
      • for any list of duties/requirements/benefits. It doesn't forbid nested lists. Could do
        • Be a Proactive Community Ambassador
          • ... etc
        but that may be overkill. Simpler: just list each bullet as
        • . However we lose the heading "Be a Proactive Community Ambassador". That's substantive. We could keep it as a
        • with bold? Not allowed to add formatting besides HTML. Could embed . But not required. Probably fine to keep as list items. Thus Responsibilities section will have
          with each bullet point (including the main headings as list items? Might be weird). Better to treat each main heading as a
          • and then sub-items as nested
            . That preserves structure. We'll do:

            Responsibilities

            • 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 Qualifications: Under "Key Qualifications" heading. List: Who 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 Note: Some of these overlap with schedule (the 20 hours per week). We'll keep them in Qualifications as they are qualifications. Schedule section will have separate schedule info maybe duplicate; but we should avoid duplication. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. If we put the schedule info in both Qualifications and Schedule, that's duplication. We should avoid duplication. The schedule info appears also in Qualifications (the bullet about comfortable working onsite...). Also there is a separate mention later: "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 exactly same as bullet. So we should include schedule info only once, perhaps under Schedule section, and not duplicate in Qualifications. However the Qualifications section also contains many other items; we can keep Qualifications without that bullet. Let's check if any other schedule info appears elsewhere: Not really. So we will move that bullet to Schedule section. Thus Qualifications list will exclude that bullet. Now Skills: Under "Attributes &Skills:" heading. List: - 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