Tax Expert - Local
for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
2. Use - for lists of duties/requirements/benefits, and
for prose
3. Do NOT repeat the job title as a heading
4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it
5. Preserve ALL substantive information; do NOT invent or summarize away detail
6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions
7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text
8. Never create Pay/Schedule/Benefits sections unless the posting actually states them
9. Prefer a few substantive sections over many thin ones
10. Output ONLY the HTML fragment — no /, no markdown code fences
Let me analyze the job posting content:
The posting has:
- Overview/About the Role section (prose)
- What You'll Do section (list of responsibilities)
- What You Get section (benefits list)
- Key Qualifications/Who You Are section (requirements/qualifications)
- Attributes & Skills section (skills)
- Additional Requirements section
- Pay information (detailed by location)
I need to structure this into appropriate sections with h3 headings.
Let me map:
- "About the Role" -> h3 "About the role" (prose)
- "What You'll Do" -> h3 "Responsibilities" (ul/li)
- "What You Get" -> h3 "Benefits" (ul/li)
- "Key Qualifications" / "Who You Are" -> h3 "Requirements" (ul/li) - this includes both qualifications and additional requirements
- "Attributes & Skills" -> h3 "Skills" (ul/li)
- Pay information -> h3 "Pay" (prose with details)
The posting mentions schedule: "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." This is in the qualifications section. Could create a Schedule section but it's part of requirements. I'll include it in Requirements or maybe a separate Schedule section? The rule says include section only when posting has real specific content for it. The schedule info is specific. But it's embedded in qualifications. I could create a Schedule section with that info. However, the rule says prefer a few substantive sections over many thin ones. I'll keep it in Requirements.
Also note: "This role is nonexempt and requires onsite presence at a TurboTax location in the United States." That's also schedule/location info.
I'll create sections: About the role, Responsibilities, Benefits, Requirements, Skills, Pay.
Now, I need to preserve all substantive information. For lists, use ul/li. For prose, use p.
Let me extract content:
About the role: The overview paragraph and "About the Role:" paragraph. Combine into one or two p tags.
Responsibilities: The "What You'll Do" bullet points. Each bullet is a li. There are sub-bullets? The text has bullet points with dashes. I'll treat each top-level bullet as li, and sub-bullets as nested ul? But the rule says use ul/li for any list of duties. I'll keep flat list for simplicity, but include sub-points as part of the li text or nested ul. The example: "Provide Tax Expertise - Give hands-on tax advice..." That's a main bullet with description. Then "Facilitate discovery sessions..." is another bullet? Actually the text shows:
What You’ll Do:
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.
So there are 5 main bullets, each with sub-description. I'll make each main bullet a li, and include the description as part of the li text. Could also break sub-points into nested ul, but that might be overkill. I'll keep as li with the full text.
Benefits: "What You Get:" list: 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. That's a list.
Requirements: "Key Qualifications Who You Are:" list of bullet points. Also "Additional Requirements:" bullet points. Combine into one Requirements section.
Skills: "Attributes & Skills:" bullet points.
Pay: The pay range by location. That's detailed. I'll include as prose with maybe a list? But it's a table-like structure. I'll present as p with line breaks? But HTML fragment, I can use
with
or just a paragraph. Since it's a list of locations and ranges, I could use ul/li for each location. That would be appropriate. The rule says use ul/li for any list. So I'll make a ul for pay ranges.
Schedule: The posting includes schedule info in qualifications: "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". Also "This role is nonexempt and requires onsite presence at a TurboTax location in the United States." I could create a Schedule section. But the rule says never create Schedule section unless posting actually states them. It does state schedule. However, it's embedded. I'll include a Schedule section with that info.
But the rule: "Prefer a few substantive sections over many thin ones." Schedule is thin. I'll include it in Requirements or as a separate section? I think it's okay to have a Schedule section because it's specific. But the posting doesn't have a separate "Schedule" heading. The rule says use h3 for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So Schedule is an allowed heading. I'll include it.
Now, I need to remove boilerplate: The first paragraph "SonicJobs is recruiting for this role on behalf of Intuit. Applications made through SonicJobs are sent directly to Intuit." That's metadata about the recruiter. Should I include? The rule: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." This is minor metadata about the recruiting platform. I'll drop it.
Also remove "Overview" heading? The posting starts with "Overview" then "Intuit is seeking...". I'll treat that as part of About the role.
Now, write HTML.
Structure:
About the role
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax 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 - Local Service 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.”
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.
Responsibilities
- 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
for prose 3. Do NOT repeat the job title as a heading 4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it 5. Preserve ALL substantive information; do NOT invent or summarize away detail 6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions 7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text 8. Never create Pay/Schedule/Benefits sections unless the posting actually states them 9. Prefer a few substantive sections over many thin ones 10. Output ONLY the HTML fragment — no /, no markdown code fences Let me analyze the job posting content: The posting has: - Overview/About the Role section (prose) - What You'll Do section (list of responsibilities) - What You Get section (benefits list) - Key Qualifications/Who You Are section (requirements/qualifications) - Attributes & Skills section (skills) - Additional Requirements section - Pay information (detailed by location) I need to structure this into appropriate sections with h3 headings. Let me map: - "About the Role" -> h3 "About the role" (prose) - "What You'll Do" -> h3 "Responsibilities" (ul/li) - "What You Get" -> h3 "Benefits" (ul/li) - "Key Qualifications" / "Who You Are" -> h3 "Requirements" (ul/li) - this includes both qualifications and additional requirements - "Attributes & Skills" -> h3 "Skills" (ul/li) - Pay information -> h3 "Pay" (prose with details) The posting mentions schedule: "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." This is in the qualifications section. Could create a Schedule section but it's part of requirements. I'll include it in Requirements or maybe a separate Schedule section? The rule says include section only when posting has real specific content for it. The schedule info is specific. But it's embedded in qualifications. I could create a Schedule section with that info. However, the rule says prefer a few substantive sections over many thin ones. I'll keep it in Requirements. Also note: "This role is nonexempt and requires onsite presence at a TurboTax location in the United States." That's also schedule/location info. I'll create sections: About the role, Responsibilities, Benefits, Requirements, Skills, Pay. Now, I need to preserve all substantive information. For lists, use ul/li. For prose, use p. Let me extract content: About the role: The overview paragraph and "About the Role:" paragraph. Combine into one or two p tags. Responsibilities: The "What You'll Do" bullet points. Each bullet is a li. There are sub-bullets? The text has bullet points with dashes. I'll treat each top-level bullet as li, and sub-bullets as nested ul? But the rule says use ul/li for any list of duties. I'll keep flat list for simplicity, but include sub-points as part of the li text or nested ul. The example: "Provide Tax Expertise - Give hands-on tax advice..." That's a main bullet with description. Then "Facilitate discovery sessions..." is another bullet? Actually the text shows: What You’ll Do: 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. So there are 5 main bullets, each with sub-description. I'll make each main bullet a li, and include the description as part of the li text. Could also break sub-points into nested ul, but that might be overkill. I'll keep as li with the full text. Benefits: "What You Get:" list: 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. That's a list. Requirements: "Key Qualifications Who You Are:" list of bullet points. Also "Additional Requirements:" bullet points. Combine into one Requirements section. Skills: "Attributes & Skills:" bullet points. Pay: The pay range by location. That's detailed. I'll include as prose with maybe a list? But it's a table-like structure. I'll present as p with line breaks? But HTML fragment, I can use
with
or just a paragraph. Since it's a list of locations and ranges, I could use ul/li for each location. That would be appropriate. The rule says use ul/li for any list. So I'll make a ul for pay ranges.
Schedule: The posting includes schedule info in qualifications: "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". Also "This role is nonexempt and requires onsite presence at a TurboTax location in the United States." I could create a Schedule section. But the rule says never create Schedule section unless posting actually states them. It does state schedule. However, it's embedded. I'll include a Schedule section with that info.
But the rule: "Prefer a few substantive sections over many thin ones." Schedule is thin. I'll include it in Requirements or as a separate section? I think it's okay to have a Schedule section because it's specific. But the posting doesn't have a separate "Schedule" heading. The rule says use h3 for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So Schedule is an allowed heading. I'll include it.
Now, I need to remove boilerplate: The first paragraph "SonicJobs is recruiting for this role on behalf of Intuit. Applications made through SonicJobs are sent directly to Intuit." That's metadata about the recruiter. Should I include? The rule: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." This is minor metadata about the recruiting platform. I'll drop it. Also remove "Overview" heading? The posting starts with "Overview" then "Intuit is seeking...". I'll treat that as part of About the role. Now, write HTML. Structure:
About the role
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax 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 - Local Service 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.”
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.
Responsibilities
- 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