Advanced Tax Preparer

Typically, our advanced preparers are individuals who have excelled in basic tax preparation during previous years with us. We will provide comprehensive training in advanced tax law, conducting thorough quality reviews, and proficiently utilizing the software.

Your duties encompass actively participating in the initial interaction with taxpayers, ensuring each one is greeted warmly and made to feel like the center of attention in the room. Beyond the enjoyable interactions with taxpayers, advanced preparers are responsible for verifying that we possess all the necessary documentation to prepare the tax return before the taxpayer departs the site. Subsequently, you will scan the taxpayer's paperwork and input essential information into our software, all in pursuit of delivering exceptional customer service.

During periods when you are not engaged in taxpayer intake, your tasks will involve the preparation of advanced tax returns. Additionally, you will be tasked with reviewing tax returns completed by other tax preparers to guarantee that each taxpayer receives top-notch service and that the tax returns are devoid of errors. Equally important is providing assistance with incoming phone calls to the site.

Our annual IRS certification training encompasses various aspects, including how we operate our LTM VITA sites, training on Volunteer Standards of Conduct, Intake/Interview, Quality Review, and advanced tax law.