Purpose:

Help low-moderate income families, seniors, veterans, and persons living with disabilities get the tax refunds and credits they deserve for FREE! 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.

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.

Minimum Education:

Some college preferred, but not required.

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