VOLUNTEER QUALITY REVIEWER

Responsibilities

- Attend/complete required training (approx. 25-40 hours)
- Perform a quality review of returns prepared by volunteer tax preparers for accuracy and completeness
- Prepares tax returns as needed depending volume
- Answers taxpayer questions
- Refer out of scope taxpayers to IRS or paid preparer
- Informs clients about other services available through The BEST Initiative and PCCA
- Prepare tax returns using TaxWise software
- Successfully pass IRS certification test
- Maintain confidentiality of all client information


Qualifications

- Attend and complete the following training:
   - Tax preparation/law
   - TaxWise software
   - Orientation
- Intermediate or Advanced IRS certification
- One year tax preparation experience
- Strong computer skills
- Strong interpersonal and communication skills
- Attention to detail
- Must pass criminal background check
- Enjoy helping others
- Ability to commit 2-4 hours per week during tax season (January - April)

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