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VITA Tax Preparer (25)

Chicago, IL 60654

Posted: 01/31/2023 Employment Type: Contract Job Category: Accounting & Finance Job Number: 533025 Country: United States Is job remote?: No

Job Description

Quality Reviewers play a vital role in working with Tax Assistance Program  clients to ensure that their individual income tax returns are prepared accurately. Quality Reviewers check a client’s tax return in detail after it has been prepared by a volunteer tax preparer. Quality Reviewers also ensure that the client’s confidential data and paperwork are properly stored and marked appropriately for record keeping and e-file (if applicable). Quality Reviewers will often be required to step into the role of Client Case Reviewer (to assist with the initial in-depth screening and analysis of a client’s tax situation) and/or Tax Preparer (to prepare the tax return). Looking for friendly, professional, and detail-oriented individuals who will provide clients with a high-quality tax preparation experience.

Tax Preparation and Review (70%)
- Promptly & accurately complete and review client returns while at a tax site
- Review client paperwork to ensure that all documents have been filled out by clients and that the tax return reflects the information shared by the client
- Support the skill building of peer tax preparers and volunteers by providing constructive feedback during the review process
- Always treat clients professionally, with courtesy and respect

Tax Site Operations (30%)
- Assist with the set up and break down of the site materials as needed
- At request of the Site Leader, assist in any of the open tax site volunteer roles including Client Case Reviewer, Tax Preparer, and/or Quality Reviewer
- Comply with IRS Quality Site Requirements
- Protect and maintain confidentiality of client information
- Ensure adherence to the standards of conduct outlined by the IRS in Form 13615, Volunteer Agreement, by all site staff and volunteers and the guidelines set forth our Handbook
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