Virtual Seasonal Tax Professional (Temporary)

Goodwill Southern Rivers•Columbus, GA

23d•Onsite

About The Position

The mission of Goodwill Industries Southern Rivers is Developing People, Changing Lives, and Building Communities. At Goodwill we aspire to bring refunds back to taxpayers and the community by mentoring, inspiring, and leading, with the purpose of financial wellness education and free tax preparation through the VITA (Volunteer Income Tax Assistance) Program. Description As a Virtual Seasonal Tax Professional, you'll serve clients with diverse tax needs with the support of an expert team dedicated to providing you with the advanced tax training you'll need to be successful. Taxpayers will answer intake questions and upload tax documents on GetYourRefund.org. By using the custom case management system, the Hub, you will remotely prepare the tax return, speak with the taxpayer to review their return, and file the return with the taxpayer consent. The Hub is located on our main campus; this is not a work from home position. This is a seasonal position based upon business needs and availability. Occasional evening and weekend work may be required as job duties demand. Our hours of operation are as followed: Monday: 11am – 7pm Tuesday: 11am – 7pm Wednesday: 11am – 7pm Thursday: 11am – 7pm Friday: 11am – 7pm

Requirements

Ability to work 30 hours weekly throughout the tax season.
Experience working in a fast-paced environment.
Successfully complete and pass the IRS Certification.
Ability to pass a background and drug screen.
Ability to work with people with disabilities and be understanding
High level of enthusiasm, motivation, persistence and a positive attitude
Possess and display excellent analytical, critical thinking, organizational, verbal and written communication skills with a diverse audience
Ability to use a computer
Proficient in Microsoft Office: Word, Excel, and Outlook
Ability to maintain confidentiality
Ability to act and make decisions that align with the organization’s values of - Honesty, Integrity, Respect, Excellence, and Service
Must successfully pass a pre-employment drug screen and a federal background check

Responsibilities

Review submitted tax documents and Intake Form 13614-C.
Obtain additional information or documentation from clients.
Conduct intake interviews with clients.
Respond to document uploads and messages from assigned clients.
Respond to clients with the “flagged” indicator.
Prepare the return in TaxSlayer.
Request additional documentation as needed.
Pass the prepared return to the quality reviewer.
Conduct a quality review of the tax return.
Respond to clients with the “flagged” indicator.
Have a phone call with the client going over the return.
Send the client their return.
Obtain an e-signature on Form 8879.
Perform other duties as assigned or requested by immediate supervisor or GoodwillSR leadership.