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 providing clerical support, scheduling, and client assistance to support the VITA Free Tax Preparation Program. This position also assists in connecting tax clients with additional financial services programs within NMCAA such as financial education, workshops, online classes about IDAs, saving, asset building and improving financial wellness.

Position appointment is 52 weeks at 40 hours per week.

Essential functions:

1. Receptionist and clerical support for tax program
2. Assist customers with pre-tax packets
3. Prepare customer mailings
4. Provide reminder calls to customers
5. Support intake duties for additional programs in the Financial Management Services Department

Position Objectives:

1. To greet customers and schedule appointments.

2. Work with Tax Program Staff to provide efficient and friendly service in seasonal tax preparation program.

3. To represent NMCAA in a professional, supportive, and knowledgeable manner.

Minimum Education:

Some college.

Associates or above preferred

Minimum Skills Required:

Strong computer Skills with experience in data management and reporting

Excellent communication skills in customer service capacity

Good organizational skills and self-motivated