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The Fedcap Group · 2 days ago

Temp Quality Reviewer

United States

Full-time

Remote

Entry, Mid Level

$24/hr - $24/hr

2+ years exp

The Fedcap Group is dedicated to building pathways out of poverty through innovative partnerships. The Quality Reviewer is responsible for providing quality tax return reviews for eligible taxpayers, ensuring accuracy and compliance with IRS standards.

CharityHealth CareMental HealthNon Profit

Responsibilities

Ensure all returns prepared are within scope of preparer’s certification

Review tax returns prepared by staff and volunteers with client by phone and/or video conference

Verify the client’s personal information, banking information and dependents are reported accurately on the return

Interview client using video conference 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 utilizing electronic signature

Ensure client receives a signed copy of their tax return

At all times, maintain the privacy and confidentiality of the client’s information

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

Qualification

IRS certificationTaxSlayer softwareVITA experienceTax law knowledgeClient supportBilingual (Spanish/English)Effective communicationDetail oriented

Required

Must be certified at the Advanced level on IRS Link and Learn and attend 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