Tax Site Assistant
BenefitsPulled from the full job description
- Flexible schedule
Full job description
TAX SITE ASSISTANT
GENERAL PURPOSE OF THE POSITION: Assist with the delivery and promotion of RUW Tax Sites and Events.
FLSA STATUS: Non-Exempt (P/T) Seasonal
SCHEDULE: 580 hours per year total maximum
- Off season (Nov – Dec) 8-10 hrs per week (average)
- Tax Season (Jan – May) 28 hrs per week (average)
Must be able to work a flexible schedule according to Tax Site openings, which may include afternoons, early evenings, and weekend hours.
REPORTS TO: Tax Team Lead
PRINCIPAL DUTIES AND RESPONSIBILITIES:
- Provide general oversight of tax sites in accordance with all IRS requirements
- Support and guide volunteers in accordance with all IRS requirements
- Ensure all e-file returns are completed efficiently and accurately
- Gather and submit tax site statistics for reporting purposes
- Assist with the training of certified tax preparation volunteers
- Ensure all quality control surveys are completed and returned
- Support collaborative relationships with financial stability partners
- Provide general program support to financial stability initiatives
QUALIFICATIONS/REQUIREMENTS:
- Must be detail oriented
- Able to identify and resolve problems in a timely manner
- Able to prioritize and plan work activities and use time efficiently
- Must have excellent customer service skills
- Must be able to supervise volunteers and clients on site
- Must be proficient with computers
- Must have ability to work with little supervision
- Able to meet deadlines
- Must have the use of a reliable vehicle for transportation to outside meetings.
EDUCATIONAL PREREQUISITES:
- IRS Certification required (provided on job)
PHYSICAL AND MENTAL DEMANDS:
Requires sitting for long periods of time at a computer and keyboarding for up to 4 hours a day. Requires the ability to multi-task between program duties and various tax site locations throughout Planning District 16 (Stafford County, Fredericksburg, Spotsylvania County, Caroline County, and King George County). Typically lifts tax program files, computer equipment and storage boxes of 25-50 lbs.
SKILL AND EXPERIENCE PREREQUISITES:
- Minimum of 1 year experience in tax preparation preferred
- Experience working with nonprofits and/or financial institutions preferred
- Bilingual (Spanish) preferred but not required
PROFESSIONAL EXPECTATIONS:
- Maintains confidentiality of all client records
- Complies with all IRS requirements
- Work as a team member with staff and volunteers
- Complies fully with the corporation’s Code of Ethics.
- Completes all assigned responsibilities.
Job Types: Part-time, Seasonal
Pay: $16.00 per hour
Benefits:
- Flexible schedule
Compensation Package:
- Hourly pay
Education:
- Bachelor's (Preferred)
Work Location: Multiple locations