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Archdiocese of San Antonio - San Antonio, TX

posted about 1 month ago

Full-time - Entry Level
San Antonio, TX
Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

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. This position is full-time and temporary, running from January to April, and requires working Monday through Saturday with varying hours. The role is based at the Guadalupe Community Center in San Antonio, TX.

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 Coordinator with the transmittal of tax returns on a daily basis
  • Enter clients' information onto the Charity Tracker Account daily
  • 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
  • Other duties as assigned by the Program Director/supervisor.

Requirements

  • High School diploma or GED
  • 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)
  • Reliable transportation
  • Valid driver's license
  • Valid vehicle insurance
  • Bilingual in English and Spanish preferred
  • Minimum of 1-year experience in customer service
  • Minimum of 1-year experience in computer skills
  • Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
  • 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

Benefits

  • $16.00 per hour
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