Tax Expert - On-Site

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate. We need to parse the posting. Sections present: - Overview (intro) maybe not a heading; but we can put as

maybe under no heading? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create headings for those sections if content exists. We have "About the Role:" content. We have "What You’ll Do" which is responsibilities. We have "What You Get:" which is benefits. We have "Key Qualifications" which includes qualifications. We have "Attributes & Skills" which is skills. We have "Additional Requirements" maybe part of qualifications? Could be separate but we can merge into Qualifications. We have Pay details: "Intuit provides a competitive compensation package..." plus expected base pay range per location, plus cash bonus, equity rewards. So we have Pay content. 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season". That's schedule. We also have overview/intro maybe we can include as a

before any heading? The instruction says use

for section headings,

• for any list,

  for prose. It doesn't forbid a leading paragraph without heading. Probably okay. We must not include boilerplate like EEO etc. Not present. We must not repeat job title. We must not include navigation etc. We need to preserve all substantive info. So we need to include details like: "In this role, you will work on-site from a TurboTax location as part of a collaborative team..." etc. We need to convert lists to

  • . Identify bullet-like sentences. In "What You’ll Do" there are bullet points with dash lines. We'll make each as
  • . Similarly "What You Get:" list after colon. "Key Qualifications" includes bullet-like lines. "Attributes & Skills" also bullet-like. We need to ensure we don't create sections with placeholder text. All sections have content. We need to output only HTML fragment. Let's craft. First, maybe a

    for overview/intro: "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

    About the Role

    with paragraph(s) from "About the Role:" section. Then

    Responsibilities

    with
    • for each bullet under "What You’ll Do". Need to capture all bullet points. Let's extract bullet points: - 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 "Deliver a Best in Class Customer Experience -". We'll treat as one bullet. 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 We'll make each as
    • . Qualifications: "Key Qualifications Who You Are:" includes several bullet-like sentences. 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 We'll put these under Qualifications heading. Skills: "Attributes & Skills" bullet 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. We'll put under Skills heading. Pay: We have 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'll put under Pay heading as

      (maybe include the list as part of paragraph). Could also break ranges into

      but not required. We'll keep as paragraph. Schedule: Already captured in Qualifications bullet about hours. But we also have a separate Schedule section maybe we should extract schedule details: "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. We'll put under Schedule heading as

      . Note that the same sentence also appears in Qualifications; we might duplicate if we keep both. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. If we put it in both sections, that's duplication but still preserving. However we might want to avoid duplication but it's okay. However better to keep schedule separate and maybe remove from Qualifications to avoid duplication? But then we would lose that detail from Qualifications if we remove. The Qualifications bullet includes that sentence; we could keep it there and also have schedule section repeating. Might be considered duplication but not invented. It's okay. But we could also keep schedule only and remove from Qualifications to avoid duplication, but then we lose the qualification about being comfortable working onsite etc. However that is also a qualification (must be comfortable working onsite).