VITA Volunteer Tax Preparer/Quality Reviewers

QCAP seeks volunteer tax preparers/quality reviewers to help low income households prepare their federal and state income tax returns, using an-online tax preparation software. The goal is to help low income people claim tax credits for which they may be eligible. Training is provided. Volunteer tax preparers/quality reviewers provide assistance in accordance with IRS guidelines, and applicable QCAP policies.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Complete IRS web-based trainings and exams on Volunteer Standards of Conduct and Intake/Interview & Quality Review Training and exams.
• Complete IRS web-based trainings and exams to become an IRS Certified tax preparer in Advanced Tax Law (training offered)
• Participate in volunteer orientation and additional training in Massachusetts tax law and other tax law matters.
• Submit Volunteer Agreement Form to QCAP VITA Coordinator.
• Provide high quality tax assistance to all eligible clients. Directly prepare client’s tax returns based on information provided by client or answer tax related questions.
• Interview clients to determine all income, deductions, and allowable credits claimed.
• Refer clients with complex returns to the IRS web site or help number, or to a tax practitioner or firm.
• Complete quality reviews of other clients’ tax returns as part of the Quality Review process to ensure accuracy.
• Maintain confidentiality of clients’ information.
• Ensure a copy of completed return(s) is provided to client.
• Adhere to Title VI by not denying service to anyone based on race, color, sex, age, national origin, or disability.

QUALIFICATIONS/SKILLS:

• Strong customer service and interpersonal skills, and desire to help people.
• Ability to learn and apply tax knowledge. Training will be provided.
• Basic computer skills for inputting tax return information.
• Pride in performing tasks completely and accurately.
• Strong interpersonal skills and desire to help people.
• Ability to maintain taxpayer confidentiality.
• Ability to work well with diverse populations.
• Dependability and flexibility.
• Multilingual skills encouraged