Supervisor: Supervisor-Neighborhood Tax Center
• Must be able to attend and pass tax training and certification test provided by Accounting Aid Society.
Summary of Job Description: Screen clients, prepare tax returns, promote asset building/financial services products and direct clients to other service partners.
• If assigned to screen clients, complete the Client Intake Sheet/Screener Form for each client.
• Prepare accurate federal, state, and city tax returns.
• Ensure that Site Supervisor reviews all returns before the clients leave.
• Complete all required administrative forms. Follow office procedures related to 7216.
• Ensure that client information is not disclosed unless otherwise authorized.
• Direct clients to other service partners at the site.
Asset Building/Financial Services
• Identify clients which are most appropriate for financial services or products.
• Communicate the importance of asset building to the client.
• Participate with the asset building process at the site which will lead to greater take-up of asset building and financial services products.
• Participate with outreach activities as assigned.
• Provide supervisor with information regarding possible outreach opportunities for community involvement.
General AAS Duties
• Build trust and teamwork with open and honest communications across our organization, and with our volunteers, our community, and our partners.
• Share responsibility with other office staff to maintain site copier and other equipment, site supplies, and general office space.
• Assist our constituents and the public who visit or telephone the site.
• Assist with maintenance of office procedures and policy manual, and new employee orientation packet, as related to this job description.
• Attend any AAS meeting or event outside office hours, as requested
• Perform other such duties as assigned.
Position Status: Seasonal, hourly, non-exempt.
Education: Two years of college-level courses or equivalent work experience.
Skills: Strong administrative and communication skills. Ability to learn and apply basic tax law concepts and use of tax preparation software. Ability to work evenings and Saturdays as needed. Maturity, flexibility, initiative, and high ethical standards. Prior tax preparation experience and/or fluency in English and Spanish a plus.
Experience: Competency with the use of computers.