The Tax Preparer provides free, quality tax return preparation for eligible taxpayers. Using the information provided by the client, and by asking follow-up questions, completes the tax return and reviews the final return with the client. To establish and ensure the greatest degree of trust, the Tax Preparer/Quality Reviewer is responsible for preparing accurate tax returns and must uphold the highest ethical standards. The Tax Preparer/Quality Reviewer needs to ensure that every client receives quality service and every tax return prepared is reviewed for accuracy.

Essential Job Functions:

• Interview the client to determine that all income, deduction, and credits.
• Ensure intake process was performed completely and accurately.
• Verify the client's personal information (name, social security) and banking information.
• Prepare client's return, based on the information provided by the client on the intake form.
• Prepare tax returns for which training, and certification were provided.
• Ensure return has been quality reviewed on completion by a 2nd preparer authorized to undertake quality review.
• Refer clients to use self-prep for those clients with complex returns, who cannot be served, to the IRS website.
• At all times, adhere to IRS standards of conduct, including but not limited to, protecting client privacy and confidentiality.
• 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.
• Have the client sign the applicable authorization documents for electronic filing.
• Complete all administrative activities related to the completion of the client's return.
• Perform other related 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.
• Attend and successfully complete the training to be certified by the IRS.
• Knowledge of Tax law and form 1040,1040A, and 1040EZ.
• 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, and 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.