Temp Quality Reviewer

Position Summary: The Quality Reviewer provides free, quality tax return reviews for eligible taxpayers. Using IRS-approved software (Tax Slayer), along with the information provided by the client, and by asking follow-up questions, completes accurate quality review of the final return with the client as required by the rules of the VITA program. To establish and ensure the greatest degree of trust, the Quality Reviewer is responsible for reviewing tax returns for accuracy and must uphold the highest ethical standards. The Quality Reviewer needs to ensure that every client receives quality service and that every tax return prepared is reviewed for accuracy.

Essential Job Functions:

• 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.