Purpose:

Help low-moderate income families, seniors, veterans, and persons living with disabilities get the tax refunds and credits they deserve for FREE in our year-round community program! Undergo on-site IRS training and make a big difference in your community by preparing tax returns in support of the IRS certified VITA/TCE NMCAA Free Tax Program and connecting taxpayers with other valuable community services and programs.

Position appointment is 52 weeks at 40hrs, fulltime year-round at $19.12/hour.

Essential functions:

• IRS training and certification is provided for this position

• Complete 40 paid hours of IRS training and testing to become IRS certified for designated quality reviewing of tax returns

• Evaluate costumer need for tax preparation by phone, walk-in or appointment.

• Conduction pre-screening and application processing for Free Tax Preparation Program

• Prepare customer taxes with emphasis on Earned Income Credit, Child Tax Credit, Homestead Property Tax Credit, Home Heating Credit, and Education Credits in TaxSlayer e-filing software.

• Obtain taxpayer consent and signature on tax return and complete e-file process

• Verify all tax returns have undergone quality review at the end of each week and all tax returns with e-file signature and consent have been e-filed at the end of each day

• Provide additional support as needed to the team. Activities that may include: scheduling clients for in-office appointments, answering client phone questions, providing intake interviews for taxpayers, and preparing drop-off tax returns, taking in-seat tax appointments, and promoting additional Financial Management Services assistances.

Position Objectives:

• Collaborate with a dynamic and dedicated team to ensure the Free Tax Prep Program operates smoothly for staff and volunteers and creates a positive experience for our clients.

• To represent NMCAA tax program in a professional, supportive, and knowledgeable manner and help connect tax clients with other NMCAA programing if in need.

Measured by:

1. Annual performance reviews.

1. Annual ROMA reports.

1. Ongoing assessment.

Minimum Education:

Some college preferred, but not required.

Associates or above preferred in Business, Finance, or Human Services Field.

Minimum Experience:

Prior experience with tax preparation, accounting, or other finance-related fields

Familiarity with TaxSlayer return preparation software is ideal

Familiarity with Microsoft offices suites and Outlook

Essential Abilities:

• Strong verbal communication skills

• Experience working with at risk populations

• Great attention to detail

• Ability to collaborate and communicate with a team

• Comfortability in high volume, fast-paced work settings

• Self-motivated, driven, innovative and a problem-solver

• Kind, calm, and patient

Minimum Physical Expectations:

1. Physical activity that always requires keyboarding, sitting, phone work and filing.

1. Physical activity that always requires extensive time working on a computer.

1. Physical activity that often requires travel by car and/or air.

1. Physical activity that often requires lifting under 25 lbs.

1. Physical activity that sometimes requires bending, stooping, reaching, climbing, kneeling, and/or twisting to access files and records.

1. Physical activity that sometimes requires lifting over 25 lbs. but not more than 50 lbs.