Tax Support Associate – Retail
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. So no heading for TurboTax - Retail Expert.
We must not include Job ID etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like specific benefits list, qualifications, etc.
We need to be careful not to omit any substantive info.
Let's extract content.
Overview paragraph: "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.”"
That's prose.
About the Role: after heading "About the Role:" there is paragraph: "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 prose.
What You’ll Do: heading then three sub-sections each with description.
We could treat "What You’ll Do" as Responsibilities section heading
Responsibilities
. Then inside we can have - for each duty? The content is prose but we can break into list items for each bullet: "Be a Proactive Community Ambassador ..." etc. The subheadings inside could be bold? But we can just make list items with the description.
We need to preserve all substantive info; we can convert each bullet into
- containing the sentences.
Similarly Benefits: "What You Get:" then 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". That's a list separated by commas. We can make
- each item.
Qualifications: "Key Qualifications" heading then "Who You Are:" with list of qualifications (active EA/CPA/attorney license, PTIN, state licenses, 3 years experience filing 30+ returns, familiarity with Circular 230, comfortable working onsite Sunday-Saturday min 20 hrs/week, interest in building local/online presence, bilingual plus, experience in holistic tax advisory, willing to wear uniform, willing to work front-facing retail). That's a list.
Then "Attributes & Skills": list of attributes.
Then "Additional Requirements": "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." That's two sentences.
We could combine Qualifications and Additional Requirements into a Requirements section? But we have separate headings: Key Qualifications and Attributes & Skills and Additional Requirements. We could make a single
Requirements
and then have sublists? But instructions: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could have separate sections: Qualifications, Skills, Benefits, Pay, Schedule. Also About the role and Responsibilities.
Thus we need sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule.
We must not create sections with placeholder text. So we need to ensure each has content.
Let's map:
About the role: combine overview + About the Role paragraph(s). Could be two paragraphs.
Responsibilities: What You’ll Do content.
Qualifications: Key Qualifications "Who You Are:" list.
Skills: Attributes & Skills list.
Benefits: What You Get list.
Pay: compensation paragraph.
Schedule: mention of working 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 repeat job title. Good.
We must not include boilerplate like EEO etc. Not present.
Now produce HTML.
We need to ensure we use for each section heading.
Inside sections, use
for prose,
- for lists.
For About the role: we have two paragraphs; we can put them in
elements.
For Responsibilities: we have three bullet-like sections; we can make
- each containing the description (maybe multiple sentences). Could also keep as
but instruction: Use
- for any list of duties/requirements/benefits. So duties list should be
- . So we will make list.
For Qualifications: list of qualifications; use
- .
For Skills: list of attributes; use
- .
For Benefits: list; use
- .
For Pay: prose
.
For Schedule: prose
.
Now ensure we preserve all substantive info.
Let's extract exact sentences.
Overview paragraph: "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.”"
About the Role paragraph: "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 could combine overview and About the Role into About the role section.
Now Responsibilities: three sub-sections.
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."
Note there are missing spaces after periods; but we keep as is.
2. 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."
3. 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 as is.
Now Qualifications (Who You Are): list items:
- 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
Note: The schedule bullet about hours appears also in Qualifications; but we also have a separate Schedule section. To avoid duplication, we could keep schedule info only in Schedule section and not duplicate in Qualifications. However the Qualifications list includes that sentence; we must preserve all substantive information. If we move it to Schedule section, we still preserve it, just not duplicated. That's okay as long as we keep the info somewhere. The instruction: Preserve ALL substantive information; do NOT
for prose. We must not repeat job title as heading. So no heading for TurboTax - Retail Expert. We must not include Job ID etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like specific benefits list, qualifications, etc. We need to be careful not to omit any substantive info. Let's extract content. Overview paragraph: "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.”" That's prose. About the Role: after heading "About the Role:" there is paragraph: "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 prose. What You’ll Do: heading then three sub-sections each with description. We could treat "What You’ll Do" as Responsibilities section heading
Responsibilities
. Then inside we can have- for each duty? The content is prose but we can break into list items for each bullet: "Be a Proactive Community Ambassador ..." etc. The subheadings inside could be bold? But we can just make list items with the description. We need to preserve all substantive info; we can convert each bullet into
- containing the sentences.
Similarly Benefits: "What You Get:" then 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". That's a list separated by commas. We can make
- each item.
Qualifications: "Key Qualifications" heading then "Who You Are:" with list of qualifications (active EA/CPA/attorney license, PTIN, state licenses, 3 years experience filing 30+ returns, familiarity with Circular 230, comfortable working onsite Sunday-Saturday min 20 hrs/week, interest in building local/online presence, bilingual plus, experience in holistic tax advisory, willing to wear uniform, willing to work front-facing retail). That's a list.
Then "Attributes & Skills": list of attributes.
Then "Additional Requirements": "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." That's two sentences.
We could combine Qualifications and Additional Requirements into a Requirements section? But we have separate headings: Key Qualifications and Attributes & Skills and Additional Requirements. We could make a single
Requirements
and then have sublists? But instructions: usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could have separate sections: Qualifications, Skills, Benefits, Pay, Schedule. Also About the role and Responsibilities. Thus we need sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. We must not create sections with placeholder text. So we need to ensure each has content. Let's map: About the role: combine overview + About the Role paragraph(s). Could be two paragraphs. Responsibilities: What You’ll Do content. Qualifications: Key Qualifications "Who You Are:" list. Skills: Attributes & Skills list. Benefits: What You Get list. Pay: compensation paragraph. Schedule: mention of working 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 repeat job title. Good. We must not include boilerplate like EEO etc. Not present. Now produce HTML. We need to ensure we use
for each section heading. Inside sections, use
for prose,
- for lists.
For About the role: we have two paragraphs; we can put them in
elements. For Responsibilities: we have three bullet-like sections; we can make
- each containing the description (maybe multiple sentences). Could also keep as
but instruction: Use
- for any list of duties/requirements/benefits. So duties list should be
- . So we will make list.
For Qualifications: list of qualifications; use
- .
For Skills: list of attributes; use
- .
For Benefits: list; use
- .
For Pay: prose
. For Schedule: prose
. Now ensure we preserve all substantive info. Let's extract exact sentences. Overview paragraph: "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.”" About the Role paragraph: "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 could combine overview and About the Role into About the role section. Now Responsibilities: three sub-sections. 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." Note there are missing spaces after periods; but we keep as is. 2. 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." 3. 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 as is. Now Qualifications (Who You Are): list items: - 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 Note: The schedule bullet about hours appears also in Qualifications; but we also have a separate Schedule section. To avoid duplication, we could keep schedule info only in Schedule section and not duplicate in Qualifications. However the Qualifications list includes that sentence; we must preserve all substantive information. If we move it to Schedule section, we still preserve it, just not duplicated. That's okay as long as we keep the info somewhere. The instruction: Preserve ALL substantive information; do NOT
- .
For Pay: prose
- .
For Benefits: list; use
- .
For Skills: list of attributes; use
- . So we will make list.
For Qualifications: list of qualifications; use
- for any list of duties/requirements/benefits. So duties list should be
- each containing the description (maybe multiple sentences). Could also keep as
- for lists.
For About the role: we have two paragraphs; we can put them in
- each item.
Qualifications: "Key Qualifications" heading then "Who You Are:" with list of qualifications (active EA/CPA/attorney license, PTIN, state licenses, 3 years experience filing 30+ returns, familiarity with Circular 230, comfortable working onsite Sunday-Saturday min 20 hrs/week, interest in building local/online presence, bilingual plus, experience in holistic tax advisory, willing to wear uniform, willing to work front-facing retail). That's a list.
Then "Attributes & Skills": list of attributes.
Then "Additional Requirements": "Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds." That's two sentences.
We could combine Qualifications and Additional Requirements into a Requirements section? But we have separate headings: Key Qualifications and Attributes & Skills and Additional Requirements. We could make a single