What are the responsibilities and job description for the VITA Mobile Team Quality Reviewer position at Archdiocese of San Antonio?
Temporary Description Workday: Monday - Saturday
Work hours: Varies
Location: Guadalupe Community Center, 1801 W. Cesar Chavez Blvd, San Antonio, TX. 78207
Position Type: Full Time/Temporary Position, January - April
Mission: The mission of Catholic Charities is to provide for the needs of our community
through selfless service under the sign of love.
Summary
The VITA Mobile Team 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.
Position Responsibilities
Customer Service
Communication
Integrity / Honesty
Interpersonal Awareness
Focus
Requirements
Minimum Qualifications:
Travel requirements for the position include 75% local and 0% overnight.
Disclaimer
This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**
Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at www.ccaosa.org. You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.
Salary Description $16.00
Work hours: Varies
Location: Guadalupe Community Center, 1801 W. Cesar Chavez Blvd, San Antonio, TX. 78207
Position Type: Full Time/Temporary Position, January - April
Mission: The mission of Catholic Charities is to provide for the needs of our community
through selfless service under the sign of love.
Summary
The VITA Mobile Team 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.
Position Responsibilities
- *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 and explain tax return with taxpayer
- *May assist the Site Coordinator with the transmittal of tax returns on a daily basis
- *Enter clients’ information onto the Charity Tracker Account daily
- Ensures compliance with federal IRS rules and regulations
- Assist with taxpayer requests and inquiries
- Assist in providing a variety of duties involved in supporting the administrative operations of VITA mobile unit
- Must be able to work weekends
- Other duties as assigned by the Program Director/supervisor.
Customer Service
Communication
Integrity / Honesty
Interpersonal Awareness
Focus
Requirements
Minimum Qualifications:
- Education
- High School diploma or GED
- Experience
- Minimum of 2 years' experience in preparing taxes
- At least 1 year of experience with computer software and online tax software (i.e., TaxSlayer software preferred)
- License and Credentials
- Reliable transportation
- Valid driver's license
- Valid vehicle insurance
- Bilingual in English and Spanish preferred
- Minimum of 1-year experience in:
- Customer service
- Computer skills
- Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
- Basic math
- Extensive working knowledge of advanced-level tax law, and IRS guidelines
- Must be detail-oriented, organized, self-motivated, and work well independently and on a team
- Must maintain professionalism in the workplace
- Must have good written and verbal skills
- Must have good critical thinking and problem-solving skills
- Must have a clean driving record
Travel requirements for the position include 75% local and 0% overnight.
Disclaimer
This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**
Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at www.ccaosa.org. You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.
Salary Description $16.00
Salary : $16
