Job Summary
The IRS-Certified Tax Preparer is responsible for preparing accurate federal, state, and local tax returns in compliance with IRS regulations. This role provides professional tax preparation services to individuals and families during the tax season, ensuring confidentiality, accuracy, and high-quality customer service.
(VITA) provides free, accurate tax preparation services to eligible individuals and families under the IRS Volunteer Income Tax Assistance (VITA) program. This role ensures compliance with IRS quality standards, confidentiality requirements, and ethical guidelines while delivering excellent client service during tax season.
Responsibilities
Prepare federal and state income tax returns using IRS-approved tax preparation software
Review completed intake forms and supporting documentation provided by intake staff
Accurately enter taxpayer information, income, deductions, and credits
Ensure compliance with IRS tax law, VITA scope limitations, and program guidelines
Address tax-related questions from clients as needed, within the scope of the preparer role
Correct errors identified during quality review prior to submission
Maintain accurate and complete electronic tax records
Protect taxpayer confidentiality and comply with IRS data security standards
Stay current with IRS tax law updates and VITA certification requirements
Qualifications Required Qualifications
Current IRS VITA/TCE Certification at the appropriate level (Basic or Advanced)
Fluency in English and Spanish (verbal and written)
Completion of IRS Volunteer Standards of Conduct (VSC) training
Demonstrated knowledge of federal and applicable state tax laws
Strong attention to detail and accuracy
Ability to work efficiently in a fast-paced, high-volume environment
Preferred Qualifications
Advanced VITA certification
Prior experience preparing VITA tax returns
Familiarity with New York State tax filings (if applicable)
Bilingual (English/Spanish) preferred but not required
Compliance & Ethics
Must adhere to IRS Volunteer Standards of Conduct
Annual completion of all required IRS certifications
Compliance with VITA quality review and internal program procedures
Work Environment & Schedule
Seasonal tax preparation environment
Evening and weekend availability may be required during peak season
Position ends at the close of tax season
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(VITA) provides free, accurate tax preparation services to eligible individuals and families under the IRS Volunteer Income Tax Assistance (VITA) program. This role ensures compliance with IRS quality standards, confidentiality requirements, and ethical guidelines while delivering excellent client service during tax season.
Responsibilities
Prepare federal and state income tax returns using IRS-approved tax preparation software
Review completed intake forms and supporting documentation provided by intake staff
Accurately enter taxpayer information, income, deductions, and credits
Ensure compliance with IRS tax law, VITA scope limitations, and program guidelines
Address tax-related questions from clients as needed, within the scope of the preparer role
Correct errors identified during quality review prior to submission
Maintain accurate and complete electronic tax records
Protect taxpayer confidentiality and comply with IRS data security standards
Stay current with IRS tax law updates and VITA certification requirements
Qualifications Required Qualifications
Current IRS VITA/TCE Certification at the appropriate level (Basic or Advanced)
Fluency in English and Spanish (verbal and written)
Completion of IRS Volunteer Standards of Conduct (VSC) training
Demonstrated knowledge of federal and applicable state tax laws
Strong attention to detail and accuracy
Ability to work efficiently in a fast-paced, high-volume environment
Preferred Qualifications
Advanced VITA certification
Prior experience preparing VITA tax returns
Familiarity with New York State tax filings (if applicable)
Bilingual (English/Spanish) preferred but not required
Compliance & Ethics
Must adhere to IRS Volunteer Standards of Conduct
Annual completion of all required IRS certifications
Compliance with VITA quality review and internal program procedures
Work Environment & Schedule
Seasonal tax preparation environment
Evening and weekend availability may be required during peak season
Position ends at the close of tax season
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