Active, unrestricted EA, CPA, or attorney license
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.
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
Proficient with technology, including tax preparation software and CRM/sales tools.
Must reside within the United States.
