Temp Tax Preparer

Position Summary: 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 that every tax return prepared is reviewed for accuracy.

Essential Job Functions:

• Interview the client to determine that all income, deductions, and credits.
• Ensure the intake process is performed completely and accurately.
• Verify the client's personal information (name, social security number) and banking information.
• Prepare the 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 the return has been quality reviewed on completion by a 2nd preparer authorized to undertake the 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.