Job Description
(MULTIPLE OPENINGS ACROSS ALL FIVE BOROUGHS. MUST BE BILINGUAL)
We are partnered with a hunger relief organization that operates all over NYC metro area. They are urgently hiring temporary tax professionals to facilitate the preparation of high-quality tax returns for eligible participants. The Tax Quality Reviewer will review and revise each all final tax returns, ensuring completion and accuracy.
Essential Responsibilities:
- Attend and successfully complete the training to be certified by the IRS at the advanced level.
- Successfully learn the Tax Slayer tax preparation software to complete tax returns, prepare and quality review returns using electronic filing software.
- Interview the client to determine that all income is reported and all allowable deductions are claimed.
- Directly prepare and/or quality review the client’s return, based upon the information provided by the client and the client’s answers provided on the intake form.
- Prepare and/or quality review only those returns for which training and certification were provided.
- Accept no payment or other compensation of any kind from the client.
- Inform/refer the client to the other services offered.
- Maintain the confidentiality of the client’s information.
- Ensure that on-site quality review is performed on the return.
- Have the client sign the applicable authorization documents for electronic filing.
- Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted.
Preferred Qualifications:
- Bilingual in Spanish, Chinese, French, or Russian
- 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, financial matters and communicating tax issues to clients in a non-threatening manner.
- Ability to effectively research tax issues, using the materials available at the site.
- Ability to service low-income communities a helpful and supportive manner.
- Friendly, dependable and flexible and detail-oriented.
- Candidates should have knowledge of personal income taxes as well as tax law knowledge.