The Planet Group
https://cdn.haleymarketing.com/templates/63515/logos/square.png
http://www.theplanetgroup.com
http://www.theplanetgroup.com
true
VITA Tax Preparer (25)
350 N Orleans St. Suite c2-100 Chicago, IL 60654 US
Posted: 01/31/2023
2023-01-31
2023-04-30
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
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