Tax Expert - Local
for section headings, - for lists,
for prose.
Remove boilerplate: The first paragraph about SonicJobs recruiting on behalf of Intuit is application/recruiter info - should be removed. Also the EEO/equal opportunity stuff at the end? There's a mention of "Intuit conducts regular comparisons across categories of ethnicity and gender" - that's part of compensation philosophy, maybe keep? But it's more of a legal/EEO statement. The instructions say remove EEO/equal-opportunity boilerplate. That sentence is about fair pay comparisons, which is part of compensation transparency. I'll include it in the Pay section as it's relevant to pay philosophy.
The "Overview" section at the beginning is essentially "About the Role". The posting has "About the Role:" heading then content. Then "What You'll Do:" with bullet points. Then "What You Get:" with bullet points. Then "Key Qualifications Who You Are:" with bullet points. Then "Attributes & Skills:" with bullet points. Then "Additional Requirements:" with bullet points. Then compensation details.
I need to structure each as a section with h3.
Let me map:
- About the Role (from Overview and About the Role paragraphs)
- Responsibilities (What You'll Do)
- Benefits (What You Get)
- Requirements (Key Qualifications / Who You Are)
- Skills (Attributes & Skills)
- Additional Requirements
- Pay (compensation details)
Note: The posting says "Key Qualifications Who You Are:" then lists bullet points. Then "Attributes & Skills:" then bullet points. Then "Additional Requirements:" then bullet points. I'll combine Key Qualifications and Attributes & Skills into Requirements and Skills sections, but they are distinct. I'll keep them separate: Requirements for the hard qualifications, Skills for the soft skills/attributes.
Also, the "What You Get" includes benefits like 401k, ESPP, E&O insurance, etc. That's a Benefits section.
The pay section has specific ranges by state. That's substantive, so include Pay section.
Schedule: The posting mentions "Must be comfortable working onsite... 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". That's schedule information. Should I create a Schedule section? The rules say include a section ONLY when the posting has real, specific content for it. This is specific schedule info. I'll include a Schedule section.
But the rules also say: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states schedule details, so yes.
Now, I need to output only the HTML fragment, no html/body, no markdown.
Let me write the HTML.
I'll start with
About the Role
then paragraphs.
The overview paragraph: "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.'"
Then the "About the Role:" content: "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."
I'll combine into a couple of paragraphs.
Then Responsibilities: "What You'll Do:" with bullet points. The bullet points are:
- 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: The last bullet has a sub-bullet? Actually it's written as "Deliver a Best in Class Customer Experience - Create an exceptional customer experience... - Interact with customers both in-person..." Might be two separate points. I'll treat as separate list items or combine. The original uses dash for each main bullet, and then a dash for sub-point. I'll make each main bullet a list item, and include the sub-point as part of the same list item (maybe separated by semicolon). Or make two list items. I'll keep as separate list items for clarity.
Better to follow the structure: each dash is a bullet. There are 5 main bullets (Provide Tax Expertise, Be a Proactive Community Ambassador, Champion the Full Intuit Ecosystem, Build Relationships, Deliver a Best in Class Customer Experience). The last one has a sub-bullet. I'll include the sub-bullet as part of the same list item, maybe separated by a line break or semicolon. Since we're using - , we can include a nested
but that might be overkill. I'll just include the text as a single paragraph within the - .
I'll write each as
- with the text.
Benefits: "What You Get:" bullet points:
- 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
Requirements: "Key Qualifications Who You Are:" bullet points:
- 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 goggle. (Note: "goggle" likely typo for Google)
- 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
Skills: "Attributes & Skills:" bullet points:
- 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 - Local Service 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.
Additional Requirements:
-
for prose. Remove boilerplate: The first paragraph about SonicJobs recruiting on behalf of Intuit is application/recruiter info - should be removed. Also the EEO/equal opportunity stuff at the end? There's a mention of "Intuit conducts regular comparisons across categories of ethnicity and gender" - that's part of compensation philosophy, maybe keep? But it's more of a legal/EEO statement. The instructions say remove EEO/equal-opportunity boilerplate. That sentence is about fair pay comparisons, which is part of compensation transparency. I'll include it in the Pay section as it's relevant to pay philosophy. The "Overview" section at the beginning is essentially "About the Role". The posting has "About the Role:" heading then content. Then "What You'll Do:" with bullet points. Then "What You Get:" with bullet points. Then "Key Qualifications Who You Are:" with bullet points. Then "Attributes & Skills:" with bullet points. Then "Additional Requirements:" with bullet points. Then compensation details. I need to structure each as a section with h3. Let me map: - About the Role (from Overview and About the Role paragraphs) - Responsibilities (What You'll Do) - Benefits (What You Get) - Requirements (Key Qualifications / Who You Are) - Skills (Attributes & Skills) - Additional Requirements - Pay (compensation details) Note: The posting says "Key Qualifications Who You Are:" then lists bullet points. Then "Attributes & Skills:" then bullet points. Then "Additional Requirements:" then bullet points. I'll combine Key Qualifications and Attributes & Skills into Requirements and Skills sections, but they are distinct. I'll keep them separate: Requirements for the hard qualifications, Skills for the soft skills/attributes. Also, the "What You Get" includes benefits like 401k, ESPP, E&O insurance, etc. That's a Benefits section. The pay section has specific ranges by state. That's substantive, so include Pay section. Schedule: The posting mentions "Must be comfortable working onsite... 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". That's schedule information. Should I create a Schedule section? The rules say include a section ONLY when the posting has real, specific content for it. This is specific schedule info. I'll include a Schedule section. But the rules also say: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states schedule details, so yes. Now, I need to output only the HTML fragment, no html/body, no markdown. Let me write the HTML. I'll start with
About the Role
then paragraphs. The overview paragraph: "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.'" Then the "About the Role:" content: "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." I'll combine into a couple of paragraphs. Then Responsibilities: "What You'll Do:" with bullet points. The bullet points are: - 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: The last bullet has a sub-bullet? Actually it's written as "Deliver a Best in Class Customer Experience - Create an exceptional customer experience... - Interact with customers both in-person..." Might be two separate points. I'll treat as separate list items or combine. The original uses dash for each main bullet, and then a dash for sub-point. I'll make each main bullet a list item, and include the sub-point as part of the same list item (maybe separated by semicolon). Or make two list items. I'll keep as separate list items for clarity. Better to follow the structure: each dash is a bullet. There are 5 main bullets (Provide Tax Expertise, Be a Proactive Community Ambassador, Champion the Full Intuit Ecosystem, Build Relationships, Deliver a Best in Class Customer Experience). The last one has a sub-bullet. I'll include the sub-bullet as part of the same list item, maybe separated by a line break or semicolon. Since we're using- but that might be overkill. I'll just include the text as a single paragraph within the
- . I'll write each as
- with the text. Benefits: "What You Get:" bullet points: - 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 Requirements: "Key Qualifications Who You Are:" bullet points: - 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 goggle. (Note: "goggle" likely typo for Google) - 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 Skills: "Attributes & Skills:" bullet points: - 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 - Local Service 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. Additional Requirements: -