Temp Tax Preparer

The Fedcap Group•New York, NY

40d•$20 - $22

About The Position

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.

Requirements

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.
Attend and successfully complete the training to be certified by the IRS.
Knowledge of Tax law and forms 1040, 1040A, and 1040EZ.
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, and 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.

Nice To Haves

Bilingual (Spanish/English) is a definite plus.

Responsibilities

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.