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
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.
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Experience in holistic tax advisory services beyond tax filing
Proficient with technology, including tax preparation software and CRM/sales tools.