JA_Statement_of_Work-Contractor_Position1.pdf

An Administrative Tax Assistant is required for the period of 4 January 2016 – 19 April

2016. The contractor will be required to attend the IRS VITA training, 4-8 Jan 2016.

The contractor will pass the Ethics, Quality Assurance, Advanced and Military portions of the IRS VITA training prior to starting work on 29 Jan 2016.

The IRS VITA training will be held from 0800-1600 at the Education Center on Grand

Forks AFB. This will be the time the new/returning VITA volunteers will be having training.

Once the contractor successfully completes the required tests, the contractor must also complete Site Coordinator Training by creating an account and registering as a Site

Coordinator in the Site Coordinator field. https://www.linklearncertification.com/d/, 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 29 Jan (Friday) and 1 Feb

(Monday) 0800 to 1500 to prepare for the actual opening on the tax center on 2 Feb

(Tuesday). During the prep time, the contractor will:

-- shred old tax documents, -- collect training books from individuals who have successfully passed the required tests prior to them being given their user IDs

-- 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 2016 version of

Statement of Work https://www.linklearncertification.com/d/

TaxWise (Internal Revenue Service) electronic tax filing software. 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 (electronic)

-- assistance in creating amendments for current year. The tax assistant will chose a

VITA rep that has previous years experience to work any prior year amendments.

-- 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.