Seasonal Virtual Tax Quality Lead

Working Families, Inc.; Philadelphia (Philadelphia County); Remote; USD 50,000 - 80,000; Part time

Job summary

Campaign for Working Families, Inc. (CWF) seeks a Seasonal Virtual Senior Tax Analyst to act as the senior technical resource and quality reviewer for its Virtual Tax services.

You will review federal, state, and local returns for accuracy and compliance, while guiding virtual preparers and volunteers through the process. As part of the Tax Operations, you will manage cases through e-filing, rejection resolution, and acceptance, and provide timely, professional support to ensure quality and

Qualifications

• Two tax seasons of VITA/TCE or comparable experience preferred.
• Ability to obtain IRS Volunteer Standards of Conduct and related certifications.
• Strong knowledge of Form 1040, credits, deductions, and state/local return requirements.
• Bilingual or multilingual ability is valued based on community/site needs.
• Proficiency with tax preparation software and electronic records tools.

Responsibilities

• Perform independent quality reviews of returns using required methods and source documents.
• Verify taxpayer identity, filing status, income, deductions, credits, and required elections.
• Ensure compliance with IRS VITA/TCE and CWF scope and local rules.
• Return incomplete or inaccurate work with clear correction instructions.
• Maintain documentation and notes; ensure data security and confidentiality.

Skills

Attention to detail

Tax knowledge

Communication skills

Coaching

Education

High school diploma or equivalent

Assoc./Bachelor's in accounting, finance, business or related field

Tools

Tax software

Microsoft Office

Job description

Campaign for Working Families, Inc. (CWF) seeks a Seasonal Virtual Senior Tax Analyst to act as the senior technical resource and quality reviewer for its Virtual Tax services.

You will review federal, state, and local returns for accuracy and compliance, while guiding virtual preparers and volunteers through the process. As part of the Tax Operations, you will manage cases through e-filing, rejection resolution, and acceptance, and provide timely, professional support to ensure quality and