Tax Professional
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to output only HTML fragment, no /, no markdown fences.
We need to decide which sections to include.
The posting includes:
- Overview (intro paragraph) maybe not needed as a heading? Could be a
before sections.
- About the Role: paragraph.
- What You’ll Do: list of duties (Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience). Each with bullet points.
- What You Get: benefits list.
- Key Qualifications: bullet list.
- Attributes & Skills: bullet list.
- Additional Requirements: bullet list (must reside within US, must possess or be able to obtain any related State licenses, certificates, permits, or bonds.)
- Pay: expected base pay range for this position: New York $32.50 - $36.00. Also mention cash bonus, equity rewards and benefits.
- Schedule: Must be comfortable working onsite ... Sunday through Saturday, for a minimum of 20 hours per week. Operating hours subject to change and will likely scale up during periods of peak customer demand.
Thus we have content for About the role, Responsibilities (What You'll Do), Requirements (Key Qualifications + Additional Requirements maybe), Skills (Attributes & Skills), Benefits (What You Get), Pay, Schedule.
We need to avoid duplication. Some content repeats: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears both in Key Qualifications and Additional Requirements. We should preserve all substantive info but avoid duplication? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't explicitly forbid deduplication, but we should not lose info. If we combine duplicates into a single bullet, we still preserve the info. That's okay.
We need to use
- for any list of duties/requirements/benefits. For prose, use
.
Thus:
-
About the role
then with the paragraph(s) from About the Role.
-
Responsibilities
then with bullet points for each duty group. Could break each bullet into sub-bullets? The instruction says use - for any list of duties/requirements/benefits. It doesn't forbid nested lists, but we can keep simple.
We need to capture all bullet points:
Under What You’ll Do:
* 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.
We could flatten each bullet as a
- containing the sub-bullets maybe as
- inside? But that would be nested lists. Might be okay but not required. Simpler: each top-level bullet as
- and include the sub-points as sentences separated by semicolons or line breaks? But we need to preserve all substantive info; we can keep sub-bullets as separate
- under a parent
maybe using nested lists. The instruction didn't forbid nested lists; it just said use - for any list. Nested lists still use
- . So we can do:
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.
That preserves details.
Next, Requirements: combine Key Qualifications and Additional Requirements.
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. (this is more about compensation, maybe goes to Pay/Benefits)
* 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 Benefits sections.
Thus for Requirements section we should include qualifications (licenses, experience, etc.) and maybe also the residency requirement and state licenses (though duplicate). We'll combine.
We need to avoid duplication: state licenses appears twice; we can keep one bullet.
Thus Requirements bullets:
- Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law preferred.
- 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.
- 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.
- Must reside within the United States.
- Minimum of 20 hours per week onsite, Sunday through Saturday; hours subject to change and may increase during peak demand. (This is schedule info but could go to Schedule section; but it's also a requirement. We'll move schedule to its own section.)
We need a Schedule section: we have the schedule info: 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.
Thus Schedule Schedule
...
or maybe but it's prose.
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 should preserve all.
Thus Benefits Benefits
with
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to output only HTML fragment, no /, no markdown fences. We need to decide which sections to include. The posting includes: - Overview (intro paragraph) maybe not needed as a heading? Could be a
before sections. - About the Role: paragraph. - What You’ll Do: list of duties (Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience). Each with bullet points. - What You Get: benefits list. - Key Qualifications: bullet list. - Attributes & Skills: bullet list. - Additional Requirements: bullet list (must reside within US, must possess or be able to obtain any related State licenses, certificates, permits, or bonds.) - Pay: expected base pay range for this position: New York $32.50 - $36.00. Also mention cash bonus, equity rewards and benefits. - Schedule: Must be comfortable working onsite ... Sunday through Saturday, for a minimum of 20 hours per week. Operating hours subject to change and will likely scale up during periods of peak customer demand. Thus we have content for About the role, Responsibilities (What You'll Do), Requirements (Key Qualifications + Additional Requirements maybe), Skills (Attributes & Skills), Benefits (What You Get), Pay, Schedule. We need to avoid duplication. Some content repeats: "Must possess or be able to obtain any related State licenses, certificates, permits, or bonds" appears both in Key Qualifications and Additional Requirements. We should preserve all substantive info but avoid duplication? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't explicitly forbid deduplication, but we should not lose info. If we combine duplicates into a single bullet, we still preserve the info. That's okay. We need to use
- for any list of duties/requirements/benefits. For prose, use
. Thus: -
About the role
thenwith the paragraph(s) from About the Role. -
Responsibilities
then- with bullet points for each duty group. Could break each bullet into sub-bullets? The instruction says use
- for any list of duties/requirements/benefits. It doesn't forbid nested lists, but we can keep simple. We need to capture all bullet points: Under What You’ll Do: * 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. We could flatten each bullet as a
- containing the sub-bullets maybe as
- inside? But that would be nested lists. Might be okay but not required. Simpler: each top-level bullet as
- and include the sub-points as sentences separated by semicolons or line breaks? But we need to preserve all substantive info; we can keep sub-bullets as separate
- under a parent
- maybe using nested lists. The instruction didn't forbid nested lists; it just said use
- for any list. Nested lists still use
- . So we can do:
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.
- bullets:
- Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and deep knowledge of tax law preferred.
- 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.
- 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.
- Must reside within the United States.
- Minimum of 20 hours per week onsite, Sunday through Saturday; hours subject to change and may increase during peak demand. (This is schedule info but could go to Schedule section; but it's also a requirement. We'll move schedule to its own section.)
We need a Schedule section: we have the schedule info: 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.
Thus Schedule
Schedule
...
or maybe- but it's prose.
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 should preserve all.
Thus Benefits
Benefits
- with
- Be a Proactive Community Ambassador
- . So we can do:
- for any list. Nested lists still use