Tax Professional

We need to output HTML fragment with sections: About the role, Responsibilities (What You’ll Do), Requirements (Key Qualifications, Additional Requirements maybe), Benefits (What You Get), Pay (expected base pay range), maybe Schedule (if present). The posting includes schedule: "Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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." That's schedule info. So we can include Schedule section. We must not repeat job title as heading. No Job ID. Remove boilerplate: first paragraph about SonicJobs, etc. Also remove "Overview" maybe? The overview is part of description but we can keep as prose under About the Role? Actually "Overview" is a heading but we are told to use

for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not keep "Overview" heading; we can incorporate its content into About the role paragraph. We need to preserve all substantive information. Let's extract content. First paragraph: "SonicJobs is working with Intuit to recruit for these positions on their behalf, helping connect qualified, licensed tax professionals with opportunities at Intuit's retail and flagship tax preparation locations across the United States." This is meta about recruiter; maybe we can drop as it's not substantive about the job? It's about the posting but could be considered boilerplate? It's not about job duties; but it's still info about the posting. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." This line is not exactly those, but it's about the recruiter. Might be considered not essential? However it's part of the posting; but we might keep it as a short paragraph before sections? The instruction says preserve ALL substantive information; does that include the recruiter note? It's not about the job itself but about the posting. I'd lean to keep it as a brief paragraph before sections, but not as a heading. However they said "do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." This line could be considered minor metadata; we could fold into a short

or drop it. Safer to drop it? But they said preserve ALL substantive information; dropping might lose info. However it's not about the job; it's about the recruiter. I'd include it as a short

before sections. Then "Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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.”" This is substantive; we can put under About the role heading. Then "About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products.You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.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 non-exempt and requires onsite presence at a TurboTax location in the United States." We can combine Overview and About the Role into About the role section. Then "What You’ll Do:" with bullet points (though they use asterisks). We'll convert to

• . Need to preserve each bullet. List items: - Be a Proactive Community Ambassador* * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.* * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.* * Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. But note formatting: The bullet list includes sub-bullets? Actually they used "* Be a Proactive Community Ambassador*" then lines with "*". We'll treat each line as a list item. So items: 1. Be a Proactive Community Ambassador* Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.* Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.* Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. But that seems messy. Better to split: The heading "Be a Proactive Community Ambassador*" then subpoints. However we can just treat each line after the heading as separate items. Let's extract: - Be a Proactive Community Ambassador* - Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.* - Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.* - Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Then next section: Provide Tax Expertise with subpoints: - Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Then Deliver a Best in Class Customer Experience: - Deliver a Best in Class Customer Experience - Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.* - 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 them as list items. Now "What You Get:" Benefits 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 put under Benefits heading. Key Qualifications: bullet list: - Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. - Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds - 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 - Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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. - 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 be willing to wear a TurboTax uniform - Must be willing to work in a front facing retail environment Additional Requirements: - Must reside within the United States. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. (duplicate) - Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 - 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. We need to separate Pay and maybe Benefits. Pay section: expected base pay range New York $32.50 - $36.00, plus mention of cash bonus, equity rewards. We'll include that. Schedule: we have the line about minimum 20 hours per week, Sunday through Saturday, operating hours subject to change. We'll put under Schedule. Attributes &Skills: we could treat as Skills section. Provide 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 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. Now we need to output HTML fragment with

  headings for each section we include: About the role, Responsibilities, Requirements (maybe combine Key Qualifications and Additional Requirements?), Skills, Benefits, Pay, Schedule. The instruction: "Prefer a few substantive sections over many thin ones." Could combine Requirements and Skills? But they listed separate possible headings: Requirements, Qualifications, Skills. We have both Key Qualifications and Additional Requirements; we could combine into Requirements section. Skills separate. We must not create a heading with filler text. Ensure each heading has substantive content. Let's craft:

  About the role

  ... (combined overview and about role)

  Responsibilities

  • Be a Proactive Community Ambassador* Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.* Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.* Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
  • Provide Tax Expertise * Give hands-on tax advice and complete preparation services for TurboTax customers, 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.
  • Deliver a Best in Class Customer Experience* Create