Tax Expert - On-Site

We need to output HTML fragment with sections: About the role, Responsibilities (What You’ll Do), Requirements/Qualifications (Key Qualifications, Attributes & Skills, Additional Requirements), Benefits (What You Get), Pay (if present), Schedule (if present). Must not repeat job title. Must not include boilerplate like EEO etc. Must preserve all substantive info. Must not invent or summarize away detail. Must not include sections with filler like "commensurate with experience". Must only include sections when posting has real specific content. We need to parse the posting. Overview: Intro paragraph about role. That could be part of About the role? Actually there is an "About the Role:" heading later. The overview before that is generic intro; we could incorporate into About the role section as prose. We need to use

for section headings. We need

• for any list of duties/requirements/benefits. We need

  for prose. We must not repeat job title as heading. We must not put Job ID/requisition numbers as headings. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. We need to preserve all substantive information. Let's extract sections: - About the Role: includes description after "About the Role:" up to "What You’ll Do". So we can put that as prose. - Responsibilities: "What You’ll Do" bullet list: Provide Tax Expertise, Be a Proactive Community Ambassador, Champion the Full Intuit Ecosystem, Build Relationships, Deliver a Best in Class Customer Experience. Each has sub-bullets. We'll need to represent as

  • with maybe nested lists? The instruction: use
    • for any list of duties/requirements/benefits. Could nest but likely okay to have nested
      . We'll keep simple: each main bullet as
      • and sub-bullets as nested
        . - 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. We'll list as
        . - Key Qualifications: "Who You Are:" bullet list: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active 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. 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. We can treat these as list items. - Attributes & Skills: list: Passionate about empowering customers..., Passionate about your local community..., Entrepreneurial and self-driven..., Exceptional customer service skills..., Excited to be showcased..., Strong verbal and written communication skills., Ability to work in a fast-paced environment..., Proficient with technology... We can list as
        . - 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. The expected base pay range for this position is [list of states with ranges]. 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 decide sections: Pay and Schedule. The posting includes pay ranges (expected base pay range). So we should include a Pay section with that info. Also schedule: mention hours: primarily between 8:00 AM – 5:00 PM local time, Monday through Friday, minimum 20 hours per week. Operating hours subject to change, scale up during tax season. That's schedule info. So we should include a Schedule section. We must not create sections with filler like "commensurate with experience". We have actual data. Thus sections: About the role, Responsibilities, Requirements (maybe combine Key Qualifications, Attributes & Skills, Additional Requirements into one Requirements section? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They list possible headings. We can choose to have Requirements, Qualifications, Skills separate if we have content. But we should prefer a few substantive sections over many thin ones. So we could combine Qualifications and Skills into one Requirements section, or have Requirements (Key Qualifications) and Skills (Attributes & Skills) separate if they are substantive. However they are both substantive; but we could combine them into a single "Requirements" section to reduce number of sections. The instruction: "Prefer a few substantive sections over many thin ones." So better to have fewer sections. We could have: About the role, Responsibilities, Requirements (including qualifications, attributes, additional requirements), Benefits, Pay, Schedule. Thus we need headings: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Check if any content for each: - About the role: we have overview paragraph plus the "About the Role:" description. We'll combine. - Responsibilities: we have What You’ll Do. - Requirements: we have Key Qualifications, Attributes & Skills, Additional Requirements (including residency, state licenses, etc). We'll combine. - Benefits: What You Get. - Pay: expected base pay range list plus cash bonus etc. - Schedule: hours info. We must not include duplicated lines. Ensure we don't repeat same info. Now produce HTML. We'll need to escape any special characters? Not needed. We'll produce:

        About the role

        ... prose ...

        Then

        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 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.
        Then Requirements: We need to list items. Could be a single
        with many
        • . We'll include all points. Let's extract each bullet: - 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 given) - 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 reside within the United States. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. We could also include the statement about competitive compensation package