Tax Program Specialist Temporary - Cadillac

Nmcaa•Mancelona, MI

About The Position

Tax Program Specialist supports the NMCAA's tax preparation services by managing intake. scheduling, and customer support. The role involves interacting with clients. assisting with tax-related inquiries, and helping maintain strong volunteer relationships. while also providing general administrative support to the Tax Program Coordinator.

Requirements

A commitment to the NMCAA philosophy and mission.
Ability to maintain confidentiality.
Ability to engage with co-workers and clients in a positive. non-judgmental. and courteous manner.
Ability to offer innovative solutions, collaborate as a team member, and prioritize tasks.
Ability to perform physical tasks as required by the job.
Ability to plan. organize, prioritize, and multitask.
Excellent verbal and written communication skills.
Excellent Computer Skills
Time Management

Nice To Haves

Some college coursework completed
Associate's degree or higher preferred.

Responsibilities

Serve as the receptionist for the tax program, managing customer interaction and experiance.
Assist the Tax Program Coordinator with administrative tasks, data collection, and reporting requirements.
Maintain IRS compliance by completing necessary training and exams.
Guide customers in completing pre-tax documentation
Address general tax inquiries and provide solutions for issues beyond VITA service scope.
Prepare and send customer mailings.
Make reminder calls to clients regarding their tax appointments.
Direct tax clients to additional services and outside resources as needed.
Perform other duties as assigned.
Greet customers and schedule appointments efficiently.
Collaborate with Tax Program staff to ensure smooth operations during the seasonal tax preparation program.
Represent NMCAA in a professional. helpful. and knowledgeable manner.
Foster and maintain strong volunteer relationships year-round.