(37.80828,-122.27286)
 

Cause Areas

When

It's flexible! We'll work with your schedule.

Where

1825 San Pablo AvenueSuite 200Oakland, CA 94612

About

Quality Reviewers follow a checklist found on the Form 13614-C (Intake/Interview & Quality Review Sheet) along with the taxpayer's return and file to ensure return is accurate and error-free.

Responsibilities:

  • Establish a quality review process and procedures for the site in conjunction with the Site Coordinator
  • Ensure that all Tax Preparers are aware of the quality review procedures
  • Review all tax returns for accuracy in a timely manner before they're handed off to the client and/or electronically filed
  • Provide feedback to the Site Coordinator regarding errors made on tax returns prepared at the site
  • Encourage clients to save a portion of their refund in one of the available vehicles, for example a savings bond, a savings account or a prepaid debit card
  • Maintain confidentiality of taxpayer information
  • Ensure no compensation of any kind is accepted for volunteer services provided

Requirements:
  • Pass both the Basic and Advances IRS certification tests
  • Pass the Standard of Conduct and Intake/Interview & Quality Review certifications through Link and Learn
  • Read all communications and updates on tax requirements or procedural changes
  • Respect client privacy
  • Maintain accurate records of assistance provided
  • Give 24-hour cancellation notice when unable to volunteer at your site

Qualifications:
  • Ability to work as a volunteer one shift per week (4 hours), totaling at least 20 hours from late January to April 17, 2018
  • Strong verbal communication skills
  • Good interpersonal skills and comfort with a wide range of people
  • Computer skills for entering tax information (formal training will be provided)
  • Ability to take initiative and work with minimal supervision
  • Commitment to strengthening families by increasing self-sufficiency
  • Past experience with tax preparation required

If you are interested in volunteering, please fill out the google form below or email Amreen Akhtar at volunteer@ebaldc.org

https://docs.google.com/forms/d/e/1FAIpQLSd6ZVQeT2DcjKC3ywDaDDU0K9ttad7MvJCmmln_gxFtK6OuIw/viewform

Skills

Good Match For

N/A

Requirements & Commitment

N/A

Report this opportunity

Report this opportunity