Tax Expert - On-Site

We need to output HTML fragment with sections: About the role, Responsibilities (maybe "What You’ll Do"), Requirements/Qualifications, Benefits, Pay, Schedule. Must not repeat job title. Must not include boilerplate. Must preserve all substantive info. We need to parse the posting. First part: Overview (intro) maybe not needed as heading? It's not a section heading; we can include as

maybe before sections? The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to include sections only when there is real specific content. We'll have About the role (the paragraph after "About the Role:"), Responsibilities (the "What You’ll Do" bullet list), Requirements/Qualifications (the "Key Qualifications" and "Who You Are:" etc), Skills (maybe "Attributes & Skills"), Benefits (the "What You Get:" list), Pay (the compensation range details), Schedule (the hours mention). Also maybe "Additional Requirements" could go under Requirements. We must not include sections with placeholder like "commensurate with experience". Not present. We need to ensure we don't repeat job title. Not include Job ID. We must remove cookie/navigation/legal/EEO etc. Not present. We need to preserve all substantive info. Let's extract content. 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.”" We can include as a leading

before sections. About the Role: after "About the Role:" we have a paragraph describing role. Let's capture that. Responsibilities: "What You’ll Do" includes bullet points (actually paragraphs with dash). We'll convert each bullet to

. List items: - 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 double dash after "vacations). - Interact". Might be a formatting error; we can treat as separate bullet? Actually it's part of same bullet: "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." We'll keep as one bullet. Now Requirements/Qualifications: "Key Qualifications Who You Are:" then list. Let's extract: - 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. (Probably "google"? but keep as is) - 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 Also Additional Requirements: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach." We can incorporate those into Requirements or maybe separate "Additional Requirements". But we can keep under Requirements. Now Attributes & Skills: 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 - 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. Now 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 Now Pay: The paragraph: "Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender." We need to include Pay section with that info. Should we include the sentence about cash bonus etc? Yes. Now Schedule: The hours mentioned in Requirements: "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". That's schedule info. We'll put under Schedule. Now we need to ensure we don't duplicate content. The schedule info also appears in Requirements; we might keep it only under Schedule and not repeat in Requirements. But the instructions: Preserve ALL substantive information; do NOT invent or summarize away detail. If we move it to Schedule, we still preserve it. It's okay to not duplicate. We'll remove from Requirements to avoid duplication. Similarly, the "Must be willing to wear Intuit provided uniforms." etc remain in Requirements. Now we need to decide section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. The posting has both Requirements and Qualifications combined; we could have Requirements (including qualifications) and maybe Skills separate. But we have Attributes & Skills separate. We'll make sections: About the role, Responsibilities, Requirements (includes qualifications and additional requirements), Skills, Benefits, Pay, Schedule. We must not create a heading if no real content. All have content. Now produce HTML fragment: use

for each heading, then content:

for prose,

• for lists. We need to ensure we don't include any markdown fences. Let's craft. First, overview paragraph as

  . Then

  About the role

  ... (the paragraph)

  Then

  Responsibilities

  with each bullet as
  • . Then

    Requirements

    with each requirement item. Then

    Skills

    with each attribute/skill. Then

    Benefits

    with each benefit. Then