Tax Preparer (Part Time)

Mission Economic Development Agency. • San Francisco, CA

12d • $25

About The Position

Mission Economic Development Agency (MEDA) is a community-based, local economic development organization that, for over 40 years, has engaged individuals and small businesses in community-building strategies that together lead to appropriate and equitable economic development in the Mission District. MEDA primarily serves low-income clients, focusing on the Latino and/or Spanish-speaking community. In accomplishing its mission, MEDA is involved in small business assistance, financial capability, tax preparation, public benefits, homeownership services, and workforce development. Since 2010, MEDA has coordinated the tax program for the Human Services Agency, managing 4 sites in the City of San Francisco, providing free tax preparation services to low-income families and individuals. This effort has brought more than $30 million to the community by preparing more than 24,000 tax returns and engaging low-income folks in a long-term path toward financial capability. The VITA site offers free tax assistance to low-income families and connects them to other asset development services such as public benefits, affordable financial products, and management of personal finances, among others. The Tax Preparer will coordinate the delivery of asset development information, services, and products to tax program clients.

Requirements

• Previous experience with asset development services, such as banking the unbanked, credit, debt management, savings, and/or financial capability.
• Strong written and verbal communication skills in English and Spanish.
• Strong initiative and project follow-through.
• Cultural competence in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health statuses, and abilities.
• Ability to work flexible hours, including evenings and Saturdays.
• Commitment to social justice and asset building for low-income populations.
• IRS Basic/Advanced certification level for the VITA program preparation
• Bilingual Spanish-English fluency is required; must be able to speak and write fluently in Spanish.

Nice To Haves

• A bachelor's degree in Accounting, Finance, Education, and/or Communications is desirable but not mandatory.
• Sales experience preferred.
• Previous experience in the VITA / TCE free tax preparation Program
• Previous experience with screening for Public Benefits.
• Ability to provide over-the-phone and in-person support

Responsibilities

• Connect clients to relevant asset development services at Plaza Adelante by referring to the intake and assessment forms.
• Actively engage and connect clients to asset-building product and service opportunities at multiple points during the tax preparation process.
• Assist clients in making connections to appropriate services/providers at the site.
• Work closely with all team members at the tax site, including site coordinators, volunteers, program staff, partners, and clients, to generate a cohesive asset-building delivery process.
• Monitor and track the uptake rate of products and services offered.
• Assist with the preparation, communication, and reports by collecting and summarizing data.
• Promote asset-building products and services by coordinating and creating materials for the tax site.
• Support client connections to other asset-building services.
• Other duties as assigned

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Number of Employees: 51-100 employees