Tax Expert - Expert Center

We need to produce HTML fragment with sections: About the role, Responsibilities (What You’ll Do), Requirements (Key Qualifications maybe), Benefits (What You Get), Pay (expected base pay range), Schedule (hours). 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. Use

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

  for prose. Preserve all substantive info. Remove boilerplate. Include a section only when posting has real specific content. Avoid filler like "commensurate with experience". The posting includes pay ranges per location; we can include Pay section with that info. Schedule: mention hours: 8:00 AM – 5:00 PM local time, Monday through Friday, minimum 20 hours per week, subject to change, scaling up during tax season. Provide that. We need sections: About the role (from "About the Role:" paragraph). Responsibilities (What You’ll Do). Requirements (Key Qualifications). Benefits (What You Get). Pay (expected base pay range). Schedule (hours). Possibly also Skills? But we have Attributes & Skills; could combine into Skills section. But we can include Skills as separate if content present. The instruction: prefer a few substantive sections over many thin ones. Could combine Attributes & Skills into Requirements or separate Skills. But we have many details; maybe we keep Requirements (qualifications) and Skills separate? However we can combine qualifications and skills into Requirements? The instruction says use headings like Requirements, Qualifications, Skills. We can decide to have Requirements (including key qualifications) and Skills (attributes & skills). But we need to avoid thin sections. Let's see: Key Qualifications includes EA/CPA/Attorney, PTIN, 3 years experience, familiarity with Circular 230, willingness to upskill, onsite hours, training, uniform, name/picture for advertising, interest in building presence, bilingual plus, experience in holistic tax advisory. That's substantive. Attributes & Skills includes passionate about empowering customers, passionate about community, entrepreneurial, exceptional customer service, excited to be showcased, strong verbal/written communication, ability to work fast-paced, proficient with technology. That's also substantive. Thus we can have Requirements (qualifications) and Skills (attributes). Or combine into one Requirements section with sublists? But instruction says use

  • for any list of duties/requirements/benefits. Could have one Requirements section with both qualification and skill lists. But they'd be separate lists maybe under same heading? Could do two
    under same heading. That's okay. But they said prefer a few substantive sections over many thin ones. Having Requirements and Skills separate might be thin? Each has multiple bullet points; still substantive. Could combine into one "Requirements & Skills" but they want headings from list; we could use "Requirements" heading and include both qualification and skill bullets. That satisfies. Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Now we need to extract content. About the role: paragraph after "About the Role:" up to before "What You’ll Do". Let's copy that paragraph: "In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. 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 nonexempt and requires onsite presence at a TurboTax location in the United States." We'll put that in

    . Responsibilities: "What You’ll Do" section includes bullet-like paragraphs. We need to extract each duty as list items. The text: - Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, 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. - Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. - Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. - Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. - Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - 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. Note there is a stray "- " after the first line? We'll treat each bold heading as a duty. We'll create

    • for each duty, preserving the description. Now Requirements: Key Qualifications bullet list. We need to extract each qualification as list items. Text: "Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.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 230Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by IntuitMust be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax seasonMust be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any timeMust be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.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 policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filing" We need to split into sensible items. Let's list: - EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. - Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. - 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. - Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit. - Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season. - Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time. - Must be willing to wear Intuit provided uniforms. - Must be willing to use your name, picture for advertising on Google (note typo "goggle" but we keep as given? Probably should correct to Google? The instruction: preserve ALL substantive information; do not invent or summarize away detail. The text says "on goggle". That's likely a typo but we must preserve as is? It says "on goggle". We'll keep exactly as given: "on goggle". - 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. Now Benefits: "What You Get:" list. Text: "As a TurboTax - Local Service 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 make list items. Now Pay: The posting includes expected base pay range for various locations. We need to include that. Should we list each location? Yes preserve all substantive info. We'll create a
      • for each location range. List: - California (Bay Area): $27.00 - $41.00 - Southern California: $27.00 - $41.00 - Colorado: $26.00 - $39.00 - Hawaii: