Statement_of_Work.docx

An Administrative Tax Assistant is required for the period of 5 January 2015 – 16 April 2015. The contractor will be required to pass the Ethics, Advanced and Military portions of the Link and Learn Taxes e-Learning exam. The contractor will use the IRS web site of Link and Learn (http://apps.irs.gov/app/vita/) to take the required tests. The contractor must provide a certificate of successful completion to 319 ABW/JA prior to the beginning of the tax season and have excellent customer service skills. Once the contractor successfully completes the required tests, the contractor must also complete Site Coordinator Training, by going to https://www.linklearncertification.com/d/, creating an account and registering as a Site Coordinator in the Site Coordinator field.

The contractor will assist the instructor with training Volunteer Income Tax Assistance VITA volunteers during the period of 5-9 Jan 2015, 0800-1600 at either the Education Center on Grand Forks AFB, or the University of North Dakota (UND). This will be the time the new/returning VITA volunteers will be having training. If training is conducted at UND, parking passes will be paid for by 319 ABW/JA.

The contractor shall be responsible for the daily operations of the Grand Forks AFB Tax Center located in Building 207, Airman and Family Readiness Center. (Enter the north side of the building. There is a sign on the outside of the building and then again on the door to the Tax Center. No room number available)

The Administrative Tax Assistant will begin working 30 Jan (Friday) and 2 Feb (Monday) 0800 to 1500 to prepare for the actual opening on the tax center on 3 Feb (Tuesday). During the prep time, the contractor will:

-- shred old tax documents, -- begin arranging schedules for Vita Tax Assistants and -- take appoints for clients requesting to have their taxes completed.

The contractor must be available to work three days per week during the tax season (Tuesday – Thursday) between the hours of 0800 and 1500 for a total of 21 hours per week during the tax season. The contractor will be required to use the 2014 version of TaxWise, (Internal Revenue Service) electronic tax filing software and must have basic tax preparation experience and knowledge. The primary duties of this position include, but are not limited to:

--Coordinating of work schedules for the Volunteer Income Tax Assistance volunteer (VITA);

-- intake and interview of clients; reception and clerical duties associated with the tax center;

--filing of Federal and State income taxes;

-- assisting VITA Reps in the completion of Federal and State income taxes;

-- quality review of returns and reconciliation of rejected returns;

--uploading tax documents;

-- running weekly and end of season reports to include the number of federal and state refunds that were accomplished by each volunteer; total number of federal and state returns completed; dollar amounts of federal and state returns; and dollar amounts of fees saved for clients.

This is a temporary position; prior experience with tax preparation assistance is required. (i.e., actual VITA rep who prepares taxes, CPA, etc.)