HNHF Tax Clinic Specialist - Temp (Up to 36 Hours Per Week)

Tax Program Coordinator

Support the intake and interview process for our workforce development and My Bridge 2 Success programs

Scheduling and client support for our VITA tax clinics

Conduct and document virtual and in-person interviews with interns, ensuring accurate and timely recordkeeping of interview outcomes

Track and maintain detailed attendance records for interns and / or program participants

Assist with planning and coordinating internal and external events, including logistics, scheduling, and communications

Job Description Summary :

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

Job Description :

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.

Licensure Requirement : (not specified)

Certifications : (not specified)

Skills :

Experience : (not specified)

Physical Requirements :

OCCASIONALLY : (none specified)

FREQUENTLY : (none specified)

CONTINUOUSLY : (none specified)

Additional Physical Requirements performed but not listed above : (not specified)

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