Seasonal Virtual Senior Tax Analyst

Campaign for Working Families•Philadelphia, PA

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About The Position

The Senior Tax Analyst serves as the senior technical resource and independent quality reviewer for Campaign for Working Families’ Virtual Tax services. The analyst reviews assigned federal, state, and local returns for accuracy, completeness, eligibility, documentation, and compliance with IRS VITA/TCE and CWF standards. After preparation, the analyst manages assigned cases through quality review, client review, required authorizations, e-filing, rejection resolution, and confirmed acceptance. The role also provides real-time technical guidance and coaching to virtual preparers and volunteers, including through the Virtual Support Zoom Bridge. The analyst is accountable for quality, timely case progression, and accurate case records; the Virtual Tax Site Coordinator retains responsibility for overall inventory, staffing, and production management. The role performs independent return reviews, researches tax questions, coaches preparers, communicates recurring quality issues, and supports seasonal workflow and client service. It requires careful documentation, independent judgment, protection of taxpayer information, and escalation of unresolved, out-of-scope, or potentially harmful issues. The position does not normally involve formal personnel supervision, though it provides functional guidance and may serve as site lead when formally designated. This is a temporary seasonal position for the 2027 tax season beginning in January. Work dates, weekly hours, location, and continuation depend on tax-season needs, funding, site schedules, performance, and client demand. Work may take place at CWF offices, tax sites, partner facilities, community locations, or in an approved virtual setting, with reassignment possible based on operational needs. Evening, weekend, extended, and holiday hours may be required. Employment is contingent on onboarding, training, any required background or screening requirements, and IRS certifications established for the assignment.

Requirements

High school diploma or equivalent required.
Ability to obtain and maintain IRS Volunteer Standards of Conduct, Intake/Interview and Quality Review, Advanced, and all CWF-required state, local, specialty, or quality-review certifications.
Strong knowledge of Form 1040 preparation, refundable credits, filing status, dependency, income documents, deductions, banking information, and state or local return requirements within assigned scope.
Strong attention to detail, tax research ability, professional judgment, customer service, and written and verbal communication skills.
Proficiency with tax preparation software, computers, email, Microsoft Office, and electronic document tools.
Ability to protect taxpayer confidentiality and follow CWF and IRS security requirements.
Ability to meet regular, predictable attendance requirements and work evening, weekend, extended, or holiday hours when required.
Ability to complete required onboarding, training, background or screening requirements, and IRS certifications established for the assignment.
Ability to sit or stand for prolonged periods, interact frequently with the public, move throughout the tax site, and lift or move materials weighing up to 10 pounds.

Nice To Haves

At least two tax seasons of successful VITA/TCE or comparable individual income-tax preparation experience is strongly preferred.
Experience quality-reviewing federal and state individual income-tax returns is preferred.
Associate or bachelor's degree in accounting, finance, business, or a related field is preferred.
Bilingual or multilingual ability is valued based on community and site needs.

Responsibilities

Independently quality-review assigned returns using required review methods, source documents, intake forms, taxpayer interviews, software diagnostics, and reference materials.
Verify taxpayer and dependent identity, filing status, income, adjustments, deductions, credits, health-coverage items, banking and direct-deposit information, state and local returns, consent forms, and required elections.
Resolve unclear intake responses with taxpayers, reconcile supporting documents, and document required notes or explanations.
Ensure returns remain within preparer and reviewer certification levels, CWF service scope, IRS VITA/TCE scope, and applicable tax rules.
Return incomplete or inaccurate work to preparers with correction instructions and verify corrections before approval; do not approve or advance returns with unresolved issues.
Use current IRS publications, volunteer guides, CWF guidance, approved tax-software resources, and authorized escalation channels to answer tax questions.
Provide timely technical guidance and coaching to Tax Associates and volunteers while keeping preparers responsible for their work.
Prepare complex returns only when assigned, appropriately certified, and within program scope; refer issues to suitable tax, legal, or other qualified resources when needed.
Stay current on tax-law updates, software changes, state and local requirements, CWF procedures, and quality alerts.
Explain errors and corrections respectfully and educationally; communicate recurring errors, documentation concerns, training gaps, rejected-return trends, and procedural weaknesses to the Tax Site Coordinator.
Support refresher training, practice scenarios, peer coaching, remediation, and consistent technical standards across reviewers, shifts, and sites.
Prioritize drop-off return reviews based on assignments, aging reports, taxpayer commitments, deadlines, and leadership direction.
Promptly communicate correction needs, missing information, out-of-scope issues, and unresolved technical questions to preparers and the Drop-Off Manager.
Update return-status records and safeguard taxpayer documents within approved workflows and secured locations.
Explain return results, corrections, limitations, and next steps to clients without giving legal advice or guaranteeing outcomes.
Confirm taxpayer review, signatures, copies, banking verification, and follow-up instructions before returns proceed.
Follow IRS Volunteer Standards of Conduct, Quality Site Requirements, privacy rules, security procedures, and CWF policies; promptly report suspected identity theft, fraud, coercion, unauthorized access, data exposure, misconduct, or material risk.
Assist with site opening, workflow, client routing, technology troubleshooting, return-status follow-up, and closeout as directed.
Perform related seasonal tax duties assigned by the Tax Site Coordinator or tax operations leadership.