Tax Preparer
Job Type : Full-time, Temporary
Job Title : Tax Preparer
Project : EITC / VITA
Reports To : Tax Site Manager & Program Director
Exemption : Non-Exempt
Hourly Rate : $23 per hour
Weekly Hours : 35 to 40 hours per week
This is a full-time temporary position from January 19, 2026, to April 24, 2026.
Primary Function : The full-time Tax Preparer provides free, quality tax return preparation for eligible taxpayers. Using the information provided by the client and by asking follow-up questions, completes the tax return and reviews the final return with the client. To establish and ensure the greatest degree of trust, the Tax Preparers are responsible for preparing accurate tax returns and must uphold the highest ethical standards. The Tax Preparer needs to ensure that every client receives top-quality service and that the tax returns are error-free.
Responsibilities include, but are not limited to :
- Successfully learn the TaxSlayer tax preparation software to complete tax returns and prepare returns using electronic filing software.
- Interview the client to determine that all income is reported, and all allowable deductions are claimed.
- Directly prepare the clients return, based upon the information provided by the client and the clients answers provided on the intake form.
- Prepare only those returns for which training and certification were provided.
- Refer clients to use self-prep for those clients with complex returns, who cannot be served, to the IRS website.
- Accept no payment or other compensation of any kind from the client.
- Inform / refer the client to the other services offered through the VITA site.
- Maintain the confidentiality of the clients information.
- Ensure that on-site quality review is performed on the return.
- Provide the client with a copy of the return and review its contents with the client.
- Have the client sign the applicable authorization documents for electronic filing.
- Complete all administrative activities related to the completion of the clients return.
- Work with the Site Manager to establish and administer a quality review process.
- Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted.
Qualifications :
Attend and successfully complete the training to be certified by the IRS.Knowledge of tax law and form 1040, 1040A, and 1040EZ.Excellent computer skills for inputting tax return data into the tax preparation software.Ability to communicate effectively, including the ability to interview clients about personal, financial matters and communicating tax issues to clients in a non-threatening manner.Ability to effectively research tax issues, using the materials available at the site.Ability to deal with the public in a helpful and supportive manner.Friendly, dependable and flexible and detail oriented.Candidates should have knowledge of personal income taxes as well as tax law knowledge.Must be able to balance competing priorities and work on multiple tasks, often on a time sensitive basis.Bilingual (Spanish / English / Chinese) is a definite plus.Available to work 35 to 40 hours per week, including evenings and Saturday.