Volunteer Tax Preparer and Quality Reviewer

BACKGROUND: The International Rescue Committee (IRC) responds to the
world’s worst humanitarian crises and helps people to survive and rebuild their
lives. At work in over 40 countries and 29 U.S. cities to restore safety,
dignity and hope, the IRC leads the way from harm to home.

SCOPE
OF VOLUNTEER WORK: The
IRC’s Program Quality and Innovation Unit assists offices which help newly
arrived refugees and other low-income individuals reach self-sufficiency by
finding entry-level employment and progress to living wage jobs; learn basic
financial management skills and build assets; start small businesses; and
access Earned Income Tax Credit.

Under the
supervision of the Tax Site Coordinator and Financial Coach, Volunteer Tax Preparers
will provide free, professional tax preparation services for low-income clients
through IRC’s National Volunteer Income Tax Assistance (VITA) program. The
program is offering services to clients in IRC offices located in Phoenix,
AZ; Denver, CO; Elizabeth, NJ; New York, NY; Dallas, TX; and Salt Lake City, UT. The IRC’s goal is to assist
4,000 taxpayers in preparing their returns in a safe, culturally and
linguistically appropriate manner.

RESPONSIBILITIES:

Tax Preparation
Complete all IRC and IRS mandated trainings by January 2025. Including the Volunteer Standards of Conduct Training and Ethics; the Volunteer Standards of Conduct certification; and complete the Intake/Interview & Quality Review certification.
Quality Review
Conduct a quality review on all returns, using the Quality Review Checklist found in Publication 4012. Using the completed Form 13614-C and source documents, ensure all these items are consistent with the entries on the tax return.
Advise the taxpayer that he/she is ultimately responsible for the information on the return before asking the taxpayer to sign Form 8879 or the tax return. Explain to the taxpayer that signing the return certifies that the taxpayer has examined the return, including all the forms and schedules for accuracy, and they are signing the return under penalty of perjury.
Provide feedback to volunteer preparers explaining identified errors captured during quality review and instructions for making the necessary corrections.
Gain Basic certification to prepare taxes, however, gaining Advanced certification is preferred. To help prepare more complicated returns, certification is needed at the Circular 230, Advanced, Military, Health Savings Accounts, Puerto Rico, Foreign Student, or International tax law levels. Prepare only returns that are within your certification level(s) and within the scope of the VITA/TCE Programs
Prepare and provide high-quality tax returns to all taxpayers. Interview taxpayers using Form 13614-C, Intake/Interview & Quality Review Sheet, to determine if all income, deductions, and allowable credits are claimed.
Engage the taxpayer when preparing the tax return, to ensure understanding of the information on the intake sheet.
Advise the taxpayer that he/she is ultimately responsible for the information on the return.
LEARNING OBJECTIVES:
1.          The volunteer will learn how to
effectively coordinate VITA program 
2.          The volunteer will learn about providing
financial services to community members.
Minimum Qualifications:REQUIREMENTS:
High school diploma required. Students studying finance, accounting, or a related field, preferred.
No previous experience as a VITA volunteer required – IRC will provide the required training for the program per IRC’s and the IRS’s policies.
Excellent customer service skills, including experience working with a diverse client base;
Strong organizational skills and high level of attention to detail
High level of computer literacy;
High level of comfort and effectiveness in working with multi-cultural and multi-disciplinary teams;
Strong commitment to economic empowerment of low-income and underserved populations
WORKING ENVIRONMENT:
Position will require travel to IRC office or other tax preparation location. Standard, professional office environment;
Some evening and weekend work hours will be required;
If working virtually, home internet and personal computer/laptop required.

This position reports to the Tax Site Coordinator and local Financial
Capabilities Staff.

This is an unpaid volunteer position. No financial compensation,
including compensation for relocation, is available.

Interested applicants should complete their application online, and
attach a resume and cover letter.

IRC leading the way from harm to home.

IRC is an Equal Opportunity Employer. IRC considers all applicants on
the basis of merit without regard to race, sex, color, national origin,
religion, sexual orientation, age, marital status, veteran status or
disability.