Vita Quality Reviewer (Part Time)

at  Catholic Charities

Description:
Workdays/Work hours: Tuesday - Thursday 9:00 a.m. - 5:00 p.m. and Friday 10:00 a.m. - 5:00 p.m. (29 hours per week)
Location: Guadalupe Community Center, 1801 W Cesar Chavez Blvd, San Antonio, TX, 78215
Mission: The mission of Catholic Charities is to provide for the needs of our communitythrough selfless service under the sign of love.

SUMMARY:

The VITA 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.

MINIMUM QUALIFICATIONS:

• Education
• High School diploma or GED
• Experience
• Minimum of 2 years’ experience in preparing taxes with at least 1 years of experience in TaxSlayer Software and/or customer service experience.
• License and Credentials
• Reliable transportation
• Valid Texas State ID and/or Driver License
• If transportation is by vehicle, require a clean-driving record, and valid vehicle insurance
• Bilingual in English and Spanish preferred

MINIMUM KNOWLEDGE AND SKILLS:

• Minimum of 1 years’ experience in customer service including computer skills, basic mathematics and processing skills.
• Extensive working knowledge of basic tax law, IRS Guidelines, and time management.
• Experience with computer software and 10 key skills (i.e., TaxSlayer_ software preferred).
• Must be detail oriented, organized, self-motivated, work well independently and on a team.
• Must have good written and verbal skills.
• Must have good critical thinking and problem-solving skills.
• Ability to work with the public, volunteers and staff.

TRAVEL REQUIREMENTS:

Travel requirements for the position include 0% local and 0% overnight

• 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 tax return with taxpayer
• May supervise site personnel; to include transmittal of tax returns on a daily basis
• Ensures compliance with federal IRS rules and regulations
• Assist with taxpayer request and inquiries
• Assist in providing a variety of duties involved in supporting the administrative operations of assigned VITA site
• Responsible for transmitting each tax return completed using the Tax Slayer filing system
• Must be able to commit to 3-month work assignment beginning Mid-January throughout to mid-April
• Other duties as assigned by the Program Director