Required to pass the online IRS certification at Basic and Intermediate levels and at least one filing season of tax return preparation experience. ​

Timely reviews returns prepared by tax preparers for accuracy and completeness to fulfill quality standards. ​

Makes sure all the boxes under Section C (To be Completed by a Certified Quality Reviewer) of the Intake/Interview & Quality Review Sheet are properly verified and checked. ​

Ensures on-site quality review is performed on every completed return prior to printing and returning a copy to the assistor/assembler or taxpayer(s). ​

Provides feedback regarding common errors made on tax returns prepared at the site for future quality improvements. ​

Serves as a back-up to tax preparers and prepares tax returns when needed. ​

Assists the site coordinator in answering tax-related questions during service hours. ​

Maintains confidentiality of taxpayer information. 

Required to pass the online IRS certification at Basic, Intermediate, and Advanced levels. ​

Keeps track of volunteer certification level(s), creates and maintains schedules for volunteers, and assigns volunteers to the appropriate sites. ​

Ensures that supplies and equipment are adequately provided at each site. ​

Informs volunteers and site partners about any new and relevant site or tax law updates. ​

Stays current with the TaxSlayer program update by installing new and significant updates into site computers to ensure that the program is properly working. ​

Makes sure that the sites are in compliance with all federal (IRS) and state requirements. ​

Meets with site partners/stakeholders before and after the tax filing season to plan for and reflect on the season. ​

Acts as a liaison between the volunteers, sites partners/sponsors/stakeholders, and addresses any relevant questions or concerns that may arise. ​

Monitors the sites to ensure that quality review is being conducted, confidentiality is being maintained, the Site Identification Number is being annotated on each return, and sufficient time is being allowed for all taxpayers being checked in at the site to receive assistance. ​

Addresses volunteers and taxpayers’ questions about the sites and tax-related laws/issues when needed. ​

After each tax session, put all the supplies and equipment away if needed, save or back-up all the tax information/data to the appropriate device for transmission, and makes sure that all the information are deleted from the computers before leaving the site. ​

Ensures that all tax returns are electronically filed with the state and IRS in a timely manner and that acknowledgements are being reviewed or confirmed. ​

Makes sure that rejected returns are either corrected or resolved and that the appropriate taxpayer(s) are contacted/informed if needed. ​

At the conclusion of the filing season, makes sure that volunteers get their certificates and works with site partners/sponsors/stakeholders to hold recognition event(s) or ceremony(ies) for volunteers if funding is available.