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The Fedcap Group · 1 month ago

Temp Quality Reviewer

New York, NY

Full-time

Onsite

Entry, Mid Level

$22/hr - $24/hr

2+ years exp

The Fedcap Group is committed to building pathways out of poverty through partnerships and technology. They are seeking a Quality Reviewer to provide quality tax return reviews for eligible taxpayers, ensuring accuracy and compliance with the VITA program rules.

CharityHealth CareMental HealthNon Profit

Responsibilities

Ensure all returns prepared are within the scope of the 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 if 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 the 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 LinkLearn certificationTaxSlayer software trainingVITA experienceTax law knowledgeBilingual (Spanish/English)Basic computer skillsPublic interaction skillsMultitaskEffective communicationDetail-oriented

Required

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, and financial matters and communicate 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 know about 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