What are the responsibilities and job description for the Tax Preparer position at Action for Boston Community Development?
Description
Key Responsibilities
Skills, Knowledge and Expertise
Why Work Here
ABCD provides free tax preparation assistance to help reduce clients’ tax burdens in conjunction with the IRS's Volunteer Income Tax Assistance (VITA) program. The program offers free basic tax return preparation to income-eligible individuals across ABCD’s neighborhood sites.
The Client Advocate – VITA is responsible for providing high-quality tax assistance to taxpayers through the Volunteer and Income Tax Assistance Program (VITA). The role also maintains case management files and provides supportive services and referrals. This position works in conjunction with other local community and city service providers in order to meet clients’ goals, developing a positive working relationship with various organizations within the public and private sectors in order to expand placement efforts.
Key Responsibilities
- Conduct intake process and assist clients in establishing educational and occupational goals.
- Provide high-quality tax assistance to all taxpayers by ensuring all income, deductions, and allowable credits are claimed.
- Refer clients to additional services including but not limited to food pantry, fuel assistance, SummerWorks services, and Virtual Gateway services, including food stamps and health insurance.
- Maintain client records with an emphasis on data integrity and confidentiality.
- Coordinate outgoing referrals with other neighborhood service providers to insure client needs are met.
- Maintain accurate database or agency, and employers.
- Consult with Site Manager/Director, to better evaluate client strengths and weaknesses as they relate to appropriate case management of clients.
- Perform other related duties as assigned from time to time.
Skills, Knowledge and Expertise
- Demonstrated proficiency in MS Word and Excel.
- Excellent oral and written communication skills.
- Ability to work effectively with people of varying racial, ethnic, cultural, educational and socio-economic backgrounds.
- Bilingual in Haitian Creole, Spanish, or Arabic preferred.
Please Note: This is a temporary position for three months with potential for extension.
Why Work Here
- Make a Difference: Every day, your work directly impacts the lives of thousands in the Greater Boston community, empowering them and making positive, lasting change.
- Inclusive Environment: ABCD values the diversity of its workforce, with an inclusive culture that respects individuality and promotes collaboration.
- Continuous Learning: We offer numerous training and development opportunities, ensuring our staff remain at the forefront of community action methodologies and strategies.
- Comprehensive Benefits: At ABCD, we take care of our own, providing a competitive benefits package, including health coverage and retirement plans.
- A Legacy of Impact: Join an organization that boasts a legacy spanning over half a century, consistently championing the rights and needs of our community's most vulnerable.
- Teamwork & Camaraderie: Be a part of a passionate team, united in their mission to combat poverty, and ensure every individual can reach their fullest potential.
