Tax Professional
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose. Do not repeat job title. Do not include Job ID etc. Remove boilerplate. Include only sections with real specific content.
We need to parse the posting.
Content:
Overview: "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. 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.”"
Then "About the Role:" paragraph.
Then "What You’ll Do:" with bullet points (actually bullet list with asterisks). Then "What You Get:" bullet list of benefits. Then "Key Qualifications" with bullet list. Then "Attributes &Skills:" bullet list. Then "Additional Requirements:" bullet list. Then compensation paragraph about pay range.
We need to map to sections: About the role (the paragraph after About the Role:). Responsibilities (What You’ll Do). Requirements (maybe Key Qualifications? Actually they have Key Qualifications and Additional Requirements; we can combine into Requirements). Qualifications maybe separate? But we have both Key Qualifications and Attributes &Skills (skills). Could treat Key Qualifications as Requirements, Attributes &Skills as Skills. Benefits from What You Get. Pay from compensation paragraph. Schedule maybe from mention of hours: "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.
We must not create sections with filler. So we include sections that have content.
Let's extract content.
About the Role: The paragraph after "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 keep as prose
.
Responsibilities: Under "What You’ll Do:" there are bullet points with headings: Be a Proactive Community Ambassador*, Provide Tax Expertise*, Deliver a Best in Class Customer Experience*. Each has sub-bullets.
We need to output
- for any list of duties/requirements/benefits. Should we keep subheadings inside li? Probably we can keep the heading as part of li text. Eg:
- 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 the instruction: Use - for any list of duties/requirements/benefits, and
for prose. It doesn't forbid nested lists. We'll do nested lists for clarity.
Similarly for Provide Tax Expertise and Deliver a Best in Class Customer Experience.
Benefits: Under "What You Get:" bullet 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 output
- each.
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
We can treat these as Requirements.
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 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 output as Skills.
Pay: compensation paragraph: "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 output Pay section with that prose. Should we include the New York range? Yes.
Schedule: we have schedule info from Key Qualifications bullet about hours. But we already used that bullet in Requirements. However schedule could be separate section if we want. The instruction: Prefer a few substantive sections over many thin ones. We could incorporate schedule info into Requirements or maybe create a Schedule section with that detail. Since we already have schedule detail in the bullet, we could keep it in Requirements and not create separate Schedule section to avoid thin section. But we need to decide: The schedule info is substantive; we could create a Schedule section with that detail, but then we would duplicate content if we also keep it in Requirements. Better to move schedule detail to Schedule section and remove from Requirements to avoid duplication. However the bullet also includes other qualifications; we could keep other qualifications in Requirements and move the schedule bullet to Schedule. Let's do that.
Thus Requirements section will contain all Key Qualifications except the schedule bullet. Skills section as Attributes &Skills. Benefits section as What You Get. Pay section as compensation paragraph. Schedule section will contain the schedule bullet: "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."
We also have Additional Requirements bullet list: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." Actually that's duplicate of earlier bullet; but we can include in Requirements as well.
Let's parse Additional Requirements: It says:
"Additional Requirements:
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds."
We'll add those to Requirements.
Now we need to ensure we don't include boilerplate like "SonicJobs is working with Intuit..." overview maybe could be part of About the Role? Actually overview is generic; we could include a brief intro paragraph before About the Role? The instruction: 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. The overview includes SonicJobs working with Intuit... That's maybe metadata but could be included as a short paragraph before About the Role. However we have About the Role section already; we could include a short paragraph as an intro (maybe not needed). The instruction: Prefer a few substantive sections over many thin ones. The overview is somewhat generic but could be considered part of About the Role. We could merge overview into About the Role paragraph. Let's include overview as part of About the Role
(maybe first sentence). We'll combine.
Thus About the Role
will contain: "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. 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.” 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."
That's a lot but okay.
Now Responsibilities: we need to format bullet lists.
Let's craft HTML.
We'll output:
About the Role
...
for prose. Do not repeat job title. Do not include Job ID etc. Remove boilerplate. Include only sections with real specific content. We need to parse the posting. Content: Overview: "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. 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.”" Then "About the Role:" paragraph. Then "What You’ll Do:" with bullet points (actually bullet list with asterisks). Then "What You Get:" bullet list of benefits. Then "Key Qualifications" with bullet list. Then "Attributes &Skills:" bullet list. Then "Additional Requirements:" bullet list. Then compensation paragraph about pay range. We need to map to sections: About the role (the paragraph after About the Role:). Responsibilities (What You’ll Do). Requirements (maybe Key Qualifications? Actually they have Key Qualifications and Additional Requirements; we can combine into Requirements). Qualifications maybe separate? But we have both Key Qualifications and Attributes &Skills (skills). Could treat Key Qualifications as Requirements, Attributes &Skills as Skills. Benefits from What You Get. Pay from compensation paragraph. Schedule maybe from mention of hours: "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. We must not create sections with filler. So we include sections that have content. Let's extract content. About the Role: The paragraph after "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 keep as prose
. Responsibilities: Under "What You’ll Do:" there are bullet points with headings: Be a Proactive Community Ambassador*, Provide Tax Expertise*, Deliver a Best in Class Customer Experience*. Each has sub-bullets. We need to output
- for any list of duties/requirements/benefits. Should we keep subheadings inside li? Probably we can keep the heading as part of li text. Eg:
- 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 the instruction: Use - for any list of duties/requirements/benefits, and
for prose. It doesn't forbid nested lists. We'll do nested lists for clarity. Similarly for Provide Tax Expertise and Deliver a Best in Class Customer Experience. Benefits: Under "What You Get:" bullet 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 output
- each.
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
We can treat these as Requirements.
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 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 output as Skills.
Pay: compensation paragraph: "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 output Pay section with that prose. Should we include the New York range? Yes.
Schedule: we have schedule info from Key Qualifications bullet about hours. But we already used that bullet in Requirements. However schedule could be separate section if we want. The instruction: Prefer a few substantive sections over many thin ones. We could incorporate schedule info into Requirements or maybe create a Schedule section with that detail. Since we already have schedule detail in the bullet, we could keep it in Requirements and not create separate Schedule section to avoid thin section. But we need to decide: The schedule info is substantive; we could create a Schedule section with that detail, but then we would duplicate content if we also keep it in Requirements. Better to move schedule detail to Schedule section and remove from Requirements to avoid duplication. However the bullet also includes other qualifications; we could keep other qualifications in Requirements and move the schedule bullet to Schedule. Let's do that.
Thus Requirements section will contain all Key Qualifications except the schedule bullet. Skills section as Attributes &Skills. Benefits section as What You Get. Pay section as compensation paragraph. Schedule section will contain the schedule bullet: "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."
We also have Additional Requirements bullet list: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." Actually that's duplicate of earlier bullet; but we can include in Requirements as well.
Let's parse Additional Requirements: It says:
"Additional Requirements:
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds."
We'll add those to Requirements.
Now we need to ensure we don't include boilerplate like "SonicJobs is working with Intuit..." overview maybe could be part of About the Role? Actually overview is generic; we could include a brief intro paragraph before About the Role? The instruction: 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. The overview includes SonicJobs working with Intuit... That's maybe metadata but could be included as a short paragraph before About the Role. However we have About the Role section already; we could include a short paragraph as an intro (maybe not needed). The instruction: Prefer a few substantive sections over many thin ones. The overview is somewhat generic but could be considered part of About the Role. We could merge overview into About the Role paragraph. Let's include overview as part of About the Role
(maybe first sentence). We'll combine. Thus About the Role
will contain: "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. 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.” 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." That's a lot but okay. Now Responsibilities: we need to format bullet lists. Let's craft HTML. We'll output:
About the Role
...
- each.
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
We can treat these as Requirements.
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 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 output as Skills.
Pay: compensation paragraph: "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 output Pay section with that prose. Should we include the New York range? Yes.
Schedule: we have schedule info from Key Qualifications bullet about hours. But we already used that bullet in Requirements. However schedule could be separate section if we want. The instruction: Prefer a few substantive sections over many thin ones. We could incorporate schedule info into Requirements or maybe create a Schedule section with that detail. Since we already have schedule detail in the bullet, we could keep it in Requirements and not create separate Schedule section to avoid thin section. But we need to decide: The schedule info is substantive; we could create a Schedule section with that detail, but then we would duplicate content if we also keep it in Requirements. Better to move schedule detail to Schedule section and remove from Requirements to avoid duplication. However the bullet also includes other qualifications; we could keep other qualifications in Requirements and move the schedule bullet to Schedule. Let's do that.
Thus Requirements section will contain all Key Qualifications except the schedule bullet. Skills section as Attributes &Skills. Benefits section as What You Get. Pay section as compensation paragraph. Schedule section will contain the schedule bullet: "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."
We also have Additional Requirements bullet list: "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." Actually that's duplicate of earlier bullet; but we can include in Requirements as well.
Let's parse Additional Requirements: It says:
"Additional Requirements:
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds."
We'll add those to Requirements.
Now we need to ensure we don't include boilerplate like "SonicJobs is working with Intuit..." overview maybe could be part of About the Role? Actually overview is generic; we could include a brief intro paragraph before About the Role? The instruction: 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