Tax Assistant Jobs

About The Position

Requirements

• Bilingual English/Spanish skills are strictly required.
• Prior proven experience in tax preparation and a strong general understanding of income tax law.
• Demonstrated experience in volunteer recruitment, coordination, or community outreach.
• Successful completion of the IRS Advanced course is required to provide quality control, support, and guidance to volunteers and paid staff.
• High comfort level with technology, including computers, tax software, and internet platforms.
• Self-motivated with a high degree of flexibility, creativity, and independence.
• Possess excellent organizational, leadership, and management skills.
• Employment is contingent upon successful completion of a background check, which will be conducted after a conditional offer is made and accepted.
• Ability to work well in a fast-paced environment and display a supportive and professional disposition with diverse populations.
• Build and maintain close, daily interactions with participants, co-workers, and supervisors.
• Have a strong sensitivity to cultural differences present among staff and clients within our organization.
• Possess a strong belief in people's ability to grow and change.
• Forge a mutually respectful partnership with persons served and their families.

Nice To Haves

• College degree and experience working in a similar setting are highly preferred.

Responsibilities

• Assist in volunteer recruitment efforts to build and maintain a strong team of tax preparers and intake staff for the season.
• Help with the supervision, scheduling, and management of volunteer tax preparers, intake staff, and quality reviewers.
• Ensure all volunteers have obtained the necessary IRS certifications before beginning their service.
• Foster positive volunteer relations and support an engaging, professional environment.
• Assist the Tax Site Manager with the day-to-day operation of the free VITA site.
• Provide support and guidance to volunteer and paid staff who prepare tax returns for low- and moderate-income taxpayers.
• Assist in overall site management, including handling client services, maintaining strict confidentiality, and overseeing tax return review and transmission.
• Ensure that all tax services are provided to clients on a timely and efficient basis.
• Conduct Quality Reviews of returns filed by fellow tax preparers as needed.
• Assist with direct tax preparation when necessary to manage client volume.
• Successfully complete the Volunteer Standards of Conduct, Intake/Interview/Quality Review, Site Coordinator, and Advanced IRS Tax Law certifications.
• Provide ongoing administrative support, including copying, sending emails, answering and returning phone calls, and creating name tags.

Benefits

• Medical, dental, vision, and life insurance benefits
• Opportunity to participate in additional voluntary life insurance
• Disability insurance
• Flexible spending account
• 403(b) retirement plan, including employer match and employer non-elective contribution at the employer’s discretion.
• 12 holidays
• 2 floating holidays
• Up to 20 paid vacation days per year
• One sick day per month