Tax Program Assistant-Part Time

Goodwill Industries of West Michigan•Muskegon, MI

1d•Onsite

About The Position

Assists the Tax Program Coordinator in ensuring compliance with tax site requirements. Provides free tax return preparation for eligible taxpayers. Monitors activities of volunteers at assigned site and keeps the Tax Program Coordinator apprised of issues or concerns in quality and accuracy of services provided, or compliance with established performance and ethics guidelines.

Requirements

Microsoft Windows: User
Microsoft Office Suite: User
Tax Software: User
Must meet all IRS certification requirements as a site coordinator, quality reviewer and advanced tax preparer, and complete associated specialty certifications: Power User
Written communication
Planning & organizing
Oral communication
Human relations skills
GED/diploma required
3 years in Tax Preparation (self or others) required
Valid driver's license and insurance required
Able to see objects, colors at close range or distance, peripheral, and depth vision, communicate orally with normal hearing decibel.
Sedentary Work: (lifts no more than 10 lbs at a time)
Maintain a reliable vehicle

Responsibilities

Conducts intake interview for tax clients and verifies required documents per IRS standards.
Prepares and electronically files federal, state and local tax returns with appropriate form and schedules. Ensures income, deductions and credits are accurate and complete.
Uses resource materials and online databases to research tax law questions and ensure return accuracy.
Assists in overseeing and coordinating operations at assigned site, which includes:
Printing and distributing daily appointment and volunteer schedules.
Managing site traffic and advising clients of wait times or other service options.
Adjusting workloads and appointment times to enhance workflow.
Responding to client concerns or issues.
Maintaining site and volunteer logs and records.
Serves as quality reviewer: reviews tax return and supporting documents and ensures return is complete and accurate. Advises volunteers of necessary changes to ensure return acceptance.
Reviews rejected return codes and initiates corrective actions to re-file including contacting clients to advise of return status and gather correct information.
Contacting assigned clients to conduct follow-up or schedule appointments.
Conduct reminder phone calls and prepare appointment reminder post cards for tax clients.