Tax Preparer - 5157
About The Position
BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences. Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention. The BronxWorks Workforce Development Program was created to empowering your career journey. Your skills, your future, our mission.
Requirements
- High school diploma.
- IRS Volunteer Agreement.
- Knowledge of taxes and tax laws
- Must be comfortable working with diverse population.
- Must be flexible and able to respond to changing needs of the program.
- Friendly, dependable, and flexible.
- Ability to complete tasks completely and accurately.
- Engaging personality and detailed orientated skills are essential.
- Strong oral and written communication, time management and organizational skills are necessary.
- Ability to adjust to different work assignments, adapt readily to changes, and shift priorities as necessary.
- Report to, and meet with, supervisor monthly
- Proficiency in Microsoft Office suite and other standard business technology is required
- Perform additional duties as assigned
Nice To Haves
- Bi-lingual Spanish/English preferred.
Responsibilities
- Must be certified at Advanced Level through the IRS Link & Learn website
- Must be available for all required training sessions
- Prepare only returns that are within their certification level(s) and within the scope of the program.
- Prepare multiple year tax returns via computer based on taxpayer's documentation and only the returns for which you have received certification.
- Punctuality and overall consistency, excellent attendance are a must.
- Provide high-quality Federal, State and City tax assistance to all taxpayers.
- Provide high-quality tax return preparation to taxpayers who qualify for NYC Free Tax Prep assistance.
- Enter tax information into the TaxSlayer software
- Obtain signatures for E-File authorization
- Answer questions and/or use available resources to assist taxpayers
- Always adhere to Quality Site Requirements and Volunteers Standards of Conduct
- Maintain taxpayer privacy and confidentiality standards
- Maintain confidentiality of client information
- Ensure a copy of the completed return is provided to the taxpayer.
- Ensure no compensation of any kind is accepted for the services provided.
- Ensure compliance with all IRS rules and regulations
- Maintain proper care of all loaned equipment (computers (laptops), printers, Mifi etc.).
- Coordinate with Assistant Site Manager and Site Manager to resolve client tax issue and report any problems that may arise
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
