Wage/Salary: $20 to $24 per hour

Position Summary:

The Quality Reviewer provides free, quality tax return review for eligible taxpayers. Using IRS approved software (Tax slayer), along with the information provided by the client, and by asking follow-up questions, completes accurate quality review of the final return with the client as required by the rules of the VITA program. To establish and ensure the greatest degree of trust, the Quality Reviewer is responsible for reviewing tax returns for accuracy and must uphold the highest ethical standards. The Quality Reviewer needs to ensure that every client receives quality service and every tax return prepared is reviewed for accuracy.

Essential Job Functions:

• Ensure all returns prepared are within scope of preparer's certification.

• Review tax returns prepared by staff and volunteers.

• Verify the client's personal information, banking information and dependents are reported accurately on the return.

• Interview the client to determine all income, qualified deductions and credits are reported on the tax return.

• Have the client sign the applicable authorization documents for electronic filing authorization.

• Ensure client receives a signed copy of their tax return.

• At all times, maintain the privacy and confidentiality of the client's information.

• Accept no payment or other compensation of any kind from the client.

• Inform/refer the client to the other services offered through the VITA site.

• Complete all administrative activities related to the completion of the client's return.

• Work with the Site Manager to establish and administer a quality review process.

• Perform other duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities.

Experience and Education:

• Must be certified at the Advanced level on IRS Link and Learn and attend in-person TaxSlayer tax preparation software training provided by Single Stop.

• Have at least 2 years' experience in VITA or tax preparation.

• Basic computer skills for inputting tax return data into the tax preparation software.

• Ability to communicate effectively, including the ability to interview clients about personal, financial matters and communicating tax issues to clients in a non-threatening manner.

• Ability to effectively research tax issues, using the materials available at the site.

• Ability to deal with the public in a helpful and supportive manner.

• Friendly, dependable, flexible and detail oriented.

• Candidates should have knowledge of personal income taxes as well as tax law knowledge.

• Must be able to balance competing priorities and work on multiple tasks, often on a time sensitive basis.

• Bilingual (Spanish/English) is a plus.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Equal Opportunity Employer