What are the responsibilities and job description for the Temporary Tax Preparer position at Center For Family Life in Sunset Park?
Description
Job Title: Tax Preparers
Department: Center for Family Life Adult Employment Program
Project: EITC/VITA
Exemption: Non-Exempt
Reports to: Tax Site Manager & Program Director
Primary Function:
The full-time Tax Preparer provides free, quality tax return preparation for eligible taxpayers. Using the information the client provides and asking follow-up questions, the tax prepare completes the tax return and reviews the final return with the client. To establish and ensure the greatest degree of trust, the Tax Preparers are responsible for preparing accurate tax returns and must uphold the highest ethical standards. The Tax Prepare needs to ensure that every client receives top-quality service and that the tax returns are error-free.
Essential Duties and Responsibilities include the following:
- Successfully learn the TaxSlayer tax preparation software to complete tax returns and prepare returns using electronic filing software
- Interview the client to determine that all income is reported and all allowable deductions are claimed
- Directly prepare the client’s return, based on the information provided by the client and the client’s answers provided on the intake form
- Prepare only those returns for which training and certification were provided
- Refer clients to use self-prep for those clients with complex returns, who cannot be served, to the IRS website
- Accept no payment or other compensation of any kind from the client
- Inform/refer the client to the other services offered through the VITA site
- Maintain the confidentiality of the client’s information
- Ensure that on-site quality review is performed on the return
- Provide the client with a copy of the return and review its contents with the client
- Have the client sign the applicable authorization documents for electronic filing
- Complete all administrative activities related to the completion of the client’s return
- Work with the Site Manager to establish and administer a quality review process
- Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted
Qualifications
- Attend and successfully complete the on line training to be certified by the IRS
- Knowledge of Tax law and forms1040,1040A, and 1040EZ
- Minimum high school diploma with excellent computer skills for inputting tax return data into tax preparation software
- Ability to communicate effectively, including the ability to interview clients about personal, financial matters and communicating tax issues to clients in a non-threatening manner
- Ability to effectively research tax issues, using the materials available at the site
- Ability to deal with the public in a helpful and supportive manner
- Friendly, dependable, flexible, and detail-oriented
- Candidates should have knowledge of personal income taxes as well as tax law knowledge
- Must be able to balance competing priorities and work on multiple tasks, often on a time-sensitive basis
- Bilingual (Spanish/English/Chinese) is a definite plus
- Available to work a minimum of 35 hours weekly
Salary and Other Logistics
$23 an hour, Full time temporary.
The work site will be open Monday to Saturday.
These are temporary positions expected to start in January 2025 and end in April 2025.
Center for Family in Sunset Park is an equal-opportunity employer.
Salary : $23
