The Virtual Senior Tax Analyst performs independent quality reviews of federal, state, and local tax returns to ensure accuracy and compliance with IRS standards. Additionally, the role provides technical guidance and coaching to virtual tax preparers and volunteers throughout the tax season.
The Virtual Intake Specialist manages the initial client contact process, including verifying eligibility, reviewing tax documents for completeness, and coordinating intake interviews. They maintain accurate client records and route completed cases to certified Tax Associates while ensuring compliance with IRS standards.
The Virtual Tax Site Coordinator leads daily operations for the virtual tax preparation program, ensuring efficient workflow from intake to e-filing. They supervise staff, interns, and volunteers while maintaining compliance with IRS VITA/TCE standards and service-level agreements.
