Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
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
Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
Must be comfortable working onsite at a TurboTax office location
Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
Proficient with technology, including tax preparation software and CRM/sales tools
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
