Prepares federal and state income tax filings for qualified taxpayers. Provides services that meet the highest standards of ethical conduct and quality customer service.

 

 

Essential Functions:

• Completes IRS/VITA tax law training, completes required certification exams, and obtains tax preparer certification at the advanced level.
• Prepares state and federal income tax returns for qualified program participants using the required income tax preparation software.
• Works with clients in in-person sites or on NCH provided virtual platforms.
• Gathers all needed intake information and provide high-quality customer service at all times.
• Supports data gathering activities related to NCH research around the benefits of tax filings for low-income participants.
• Provides information about other avenues for tax preparation for clients with returns outside our site’s scope of practice.
• Assists with scheduling appointments and contacting participants for appointment reminders.

Education Requirement:

High School Diploma or equivalent, required.

Skills:

• Working knowledge of relevant income tax law.
• Ability to learn and use income tax preparation computer software.
• Ability to work with the public in a calm, helpful manner.
• Effective interviewing skills. Flexibility and team-orientation.
• Detail-oriented and accurate.

Physical Requirements:

OCCASIONALLY: Climb stairs/ladder, Lifting / Carrying: 0-10 lbs, Standing, Walking

FREQUENTLY: Decision Making

CONTINUOUSLY: Audible speech, Computer skills, Hand use: grasping, gripping, turning, Hearing acuity, Interpreting Data, Peripheral vision, Problem solving, Repetitive hand/arm use, Seeing – Far/near, Sitting

 

 

"The above list of duties is intended to describe the general nature and level of work performed by individuals assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the individuals so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct, and control the work of employees under their supervision. EOE M/F/Disability/Vet"