About

• Description
• The VITA Mobile Team Quality Reviewer is responsible for ensuring that all returns prepared meet the quality requirements of the program. Quality Reviewers review each tax return completed by the tax preparer, correct errors, and provide substantive tax knowledge and guidance.

Position Responsibilities

• · *Become IRS Certified at the Advanced level and specialty certifications to assist with tax preparation
• · *Reviews all tax information for relevance, accuracy, and completion
• · *Initiates and completes the Intake/Interview Quality Review form with each assigned taxpayer
• · *Review and explain tax return with taxpayer
• · *May assist the Site Manager with the transmittal of tax returns on a daily basis
• · Ensures compliance with federal IRS rules and regulations
• · Assist with taxpayer requests and inquiries
• · Assist in providing a variety of duties involved in supporting the administrative operations of VITA mobile unit
• · Must be able to work weekends
• · Follow and uphold the Volunteer Standard of Conduct set forth by the IRS
• · Must complete all required trainings in a timely manner.
• · Must be sensitive to the service population’s cultural and socioeconomic characteristics.
• · Must adhere to safety training and protocols on a daily basis and taking precautionary measure to ensure the safety and well-being of self and others.
• · Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information.
• · Adherence to the Code of Conduct and Employment Policy is mandatory.
• · Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
• · Other duties as assigned by the Program Director/Manager.

Competencies

• Customer Service
• Communication
• Integrity/Honesty
• Interpersonal Awareness
• Focus
• Requirements

Minimum Qualifications

• Education
• High School diploma or GED
• Experience
• Minimum of 2 years experience in preparing taxes
• At least 1 year of experience with computer software and online tax software (i.e., TaxSlayer software preferred)
• License and Credentials
• Reliable transportation
• Valid driver's license
• Valid vehicle insurance
• Bilingual in English and Spanish preferred

Minimum Knowledge and Skills

· Minimum of 1-year experience in

• o Customer service
• o Computer skills
• o Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
• o Basic math
• · Extensive working knowledge of advanced-level tax law, and IRS guidelines
• · Must be detail-oriented, organized, self-motivated, and work well independently and on a team
• · Must maintain professionalism in the workplace
• · Must have good written and verbal skills
• · Must have good critical thinking and problem-solving skills
• Must have a clean driving record

Disclaimer

• This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**
• Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at www.ccaosa.org. You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.