About This Role
Joining the EITC Coalition as a Tax Preparer offers a chance to make a significant impact during tax season by preparing and processing tax returns. This role is ideal for individuals looking to develop skills in tax preparation, accounting, and customer service while helping community members achieve financial clarity.
Responsibilities
- Review all taxpayers’ personal documents to determine if the necessary forms are present for the tax return to be prepared
- Accurately input client data into the tax software
- Identify appropriate credits and deductions that apply to the taxpayers’ tax situation
- Work collaboratively with volunteers and other staff by asking questions when faced with difficult tax situations
- Perform quality review of other volunteer prepared tax returns that are within the preparer’s own level of certification, if applicable
- Ensure that the taxpayer agrees to have the VITA site e-file the tax return by having them complete the appropriate consent form
- Perform final consultation (review) with taxpayer once the tax return has been completed which includes, but not limited to, making sure the client is aware of whether they owe or are getting a refund, and what steps (if any) the client should take next
- Assist clients with understanding their financial concepts related to taxes, including deductions and credits
Requirements
- Understanding of tax law, tax reporting procedures, and compliance standards for individuals
- Some experience with tax preparation software such as TurboTax or similar platforms
- Excellent customer service skills with the ability to communicate financial concepts clearly to clients
- Basic math skills along with proficiency
- Ability to analyze financial data accurately while paying close attention to detail
- Good organizational skills working with multiple clients, files and deadlines during peak season
Benefits
Important Details
- Expected hours: No less than 20.0 per week