Tax Professional

We need to output HTML fragment with sections: About the role, Responsibilities (What You'll Do), Requirements/Qualifications (Key Qualifications, Additional Requirements), Benefits (What You Get), Pay (expected base pay range), maybe Schedule (minimum 20 hours per week, Sunday through Saturday). Also include maybe Skills (Attributes & Skills). Must not repeat job title. No markdown fences. Use

for each section heading. Use

• for lists. Use

  for prose. We must preserve all substantive info, not invent. Remove boilerplate: "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." That's boilerplate? It's part of overview but maybe we keep? It's not a heading; we can include as prose. Also "Overview Intuit is seeking highly motivated individuals..." we can keep as prose. We need to include sections only if real content. Let's extract 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.”" We can keep that as a paragraph before sections? 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." So we can include overview as a

  before sections. Then sections: About the Role: content after "About the Role:" includes description of role: work on-site, serve customers, provide full service tax return preparation, tax advice, calculations, software/product support, demonstrate understanding, connect personally, grow client base, attract new clients, establish relationships, drive loyalty, leverage marketing support, build thriving business. We'll put that as

  maybe with bullet list? It's prose. What You'll Do: bullet list items under Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience. Each bullet has sub-bullets. We'll flatten into

  • items. 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. Key Qualifications: list bullet points. Attributes & Skills: list bullet points. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Pay: "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." 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." We need to include Schedule section only if posting actually states them. Yes. We also have "Bilingual (English/Spanish) communication skills are a plus" under Key Qualifications. Also "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" Also "Experience in holistic tax advisory services beyond tax filing" Also "Must be willing to wear a TurboTax uniform" Also "Must be willing to work in a front facing retail environment" Also "Passionate about empowering customers..." under Attributes & Skills. We'll need to ensure we don't duplicate content. Let's structure:

    overview paragraphs.

    About the 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 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.
    But nested lists may be okay but spec says use
    • for any list of duties/requirements/benefits. It didn't forbid nested lists. Could flatten but okay. Alternatively flatten each bullet as separate
    • with dash? Might be okay. We'll keep simple: each top-level bullet as
    • with its subpoints as separate
    • indented? Might be messy. Simplify: produce a flat list of duties: each bullet point from the three categories. Let's extract all duty points: - 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. - 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. - 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 put those under

      Responsibilities

      with
      • . Now Benefits: list as above.

        Benefits

        • 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
        Key Qualifications: list.

        Key Qualifications

        • 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.
        Attributes & Skills: list.

        Attributes & Skills

        • 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.
        Additional Requirements: we could incorporate into Key Qualifications or separate. Since we already have "Must reside within the United States." and "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." The latter is duplicate of earlier; we can keep but maybe combine. We'll add a short

        for Additional Requirements.

        Additional Requirements

        • Must reside within the United States.
        • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
        Pay: we need Pay section only if posting states them. Yes.

        Pay

        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 per hour. This position