TURBOTAX LIVE: BECOME A REMOTE TAX PROFESSIONAL WITH

You can earn a competitive hourly wage with overtime during peak hours. We also have Aid and Assist channels where you can get resources and even have someone look over your shoulder at the customer’s return in real time when necessary. There’s no cost to you to obtain or use any of Intuit’s equipment — it’s all provided as part of your employment. And you can contact Intuit support if you need help getting up and running. After the training period, you will get to jump into the role and work directly with customers.

1. Even as a seasonal or select time employee, you’ll enjoy the benefits you need to stay healthy, happy, and financially secure.
2. The program is meant to simplify tax filing by walking users through a step-by-step checklist followed by a clear summary to ensure the filing is correct.
3. In many states, the ethics requirement must include information about the state’s laws and standards for professional practice.

Plus you’ll choose a schedule that works for you while earning extra income. This is a remote position where you work virtually, so you can choose the best location that suits you. Most of our credentialed tax experts work at home in an area where they can handle calls privately.

Any tax professional with an IRS Preparer Tax Identification Number (PTIN) is authorized to prepare federal tax returns. However, tax professionals have differing levels of skills, education and expertise. TurboTax maintains a library of professional materials for anyone interested in becoming a tax preparer.

Intuit is proud to be an equal opportunity and affirmative action employer. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please talk with your recruiter or send a request to The Talent Acquisition team is dedicated to connecting people with exciting career opportunities and partnership within Intuit. You can work remotely, earn extra income, and choose from work schedules that work best for you. Whether you’re credentialed or non-credentialed, you can become an Intuit tax preparer or bookkeeper.

Whether you are already in the tax field or just starting out, this guide can help you determine your next steps. Some of them will even lie and provide you with  fraudulent information to include on a return. Understanding potential types of information people may lie about and how to recognize fraud is vital for success.

If you want to become an accredited tax expert, then you will need to take some education courses at an accredited university or institution. The IRS also recommends that you take continuing education classes every year to ensure that you stay up to date on all changes made by Congress or the IRS itself. Rebecca is a recruiter for TurboTax Live with 7 years of tax recruiting experience. Rebecca oversees all of the hiring for our Leads, Managers, and Quality Reviewers on the TurboTax Live team as well as our Intuit Academy and ProDev programs.

Ethics & Employment Attorney (In-House)

There are tons of opportunities to learn how to become a tax preparer, and as an independent contractor in the field, you’ll have a lot of flexibility and freedom to work from anywhere. Join the Intuit team and work online with a schedule that supports your needs helping TurboTax Live customers get a better picture of their taxes and finances. Tax return preparers who have PTINs but are not listed in the directory may provide quality return preparation services, but choose any return preparer wisely. This experience helps ensure that, after additional expert training with us, you can provide our TurboTax Live customers with the quality service they need. It is important to note that these are merely estimates and are not necessarily guarantees of when you will receive your tax refund. Of course, this assumes your tax return information is accurate.

File

You must be an authorized e-file provider and have an EFIN to submit electronic returns. Imani is a Recruiter on the TurboTax Live Team with over 15 years of varied recruiting experience ranging from high-volume recruiting to leading small recruiting teams. During her 11 years on the TurboTax Live Team, she’s been a major player in the recruiting of tax professionals for Intuit’s Tax Advisor, Seasonal Manager/Lead, and Specialty roles. Imani also leads seasonal recruiting efforts for Intuit’s TurboTax Online Community Team. The TurboTax Live team offers full-time tax preparer jobs, management roles, and positions to work on special projects, based on business needs. Seasonal employees can also apply for other full-time roles at Intuit, such as Bookkeepers for QuickBooks Live.

Enhanced Tax Preparer Career Options

The 2024 tax season began on January 29 and lasts through April 15. During that time, the IRS expects to receive as many as https://turbo-tax.org/ 128.7 million individual tax returns. Becoming a tax preparer can be a rewarding job, but it also has its challenges.

Once you have gained the necessary experience, you can move on to more complicated tax returns. Last year, TurboTax helped over 50 million taxpayers and processed over $82 billion in returns—and now we need those qualified for remote tax jobs! You’ll get all the office equipment and training you need to work virtually and succeed in your new role.

Not only does the IRS receive your return faster when submitted electronically, but the IRS can process electronic returns much faster than paper returns. Filing a paper tax return by mail can increase the time spent waiting for a tax refund by up to two months. Some CPAs concentrate on taxes, preparing individual income tax returns and help their clients take advantage of all potential tax benefits. After each course, you’re required to take a 1.5-2 hour Intuit Academy Tax examination depending on the level.

Level 1 badge will help you qualify for jobs and stand out to recruiters when you apply for TurboTax Live Expert. Level 2 is very advanced and is not required by TurboTax Live jobs. There are many tax prep programs available to remote credentialed tax professional prepare you for this exciting career. Read about the best tax preparer courses to see what your options are. Whether you want to take an online course or attend tax school in person, there are options out there for everyone.

Preparers who file more than 11 returns a year must e-file every return they complete unless they have filed a waiver that has been approved by the IRS. To e-file, you must apply for an electronic filing identification number (EFIN) and pass a suitability check with the IRS. The EFIN is used to submit each prepared tax return through the e-file system.

A CPA (Certified Public Accountant) is an accounting professional licensed and credentialed by a state or territory to offer accounting services, including tax preparation, to the public. Most tax preparers spend the first two years of tax preparation learning how to do the job properly. Spending the first two years gaining the necessary experience to increase your tax preparation knowledge gives many preparers the skills to advance upward. The timeline may look different depending on your experience and current tax knowledge. If you want to become a tax representative you must complete the enrolled agent, CPA, or tax attorney process.