What are the responsibilities and job description for the Tax Preparer - 5157 position at BronxWorks?
BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences.
Across our 60 locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention.
The BronxWorks Workforce Development Program was created to empowering your career journey. Your skills, your future, our mission.
RESPONSIBILITIES
- Must be certified at Advanced Level through the IRS Link & Learn website
- Must be available for all required training sessions
- Prepare only returns that are within their certification level(s) and within the scope of the program.
- Prepare multiple year tax returns via computer based on taxpayer's documentation and only the returns for which you have received certification.
- Punctuality and overall consistency, excellent attendance are a must.
- Provide high-quality Federal, State and City tax assistance to all taxpayers.
- Provide high-quality tax return preparation to taxpayers who qualify for NYC Free Tax Prep assistance.
- Enter tax information into the TaxSlayer software
- Obtain signatures for E-File authorization
- Answer questions and/or use available resources to assist taxpayers
- Always adhere to Quality Site Requirements and Volunteers Standards of Conduct
- Maintain taxpayer privacy and confidentiality standards
- Maintain confidentiality of client information
- Ensure a copy of the completed return is provided to the taxpayer.
- Ensure no compensation of any kind is accepted for the services provided.
- Ensure compliance with all IRS rules and regulations
- Maintain proper care of all loaned equipment (computers (laptops), printers, Mifi etc.).
- Coordinate with Assistant Site Manager and Site Manager to resolve client tax issue and report any problems that may arise
COMPETENCIES AND VALUES
- Mission Focused
- Strong attendance and punctuality
- Strong planning and organizing
- Relationship Oriented
- Collaborator
- Results Driven
- Commitment to Community Success
- Leadership
- Integrity and Accountability
- Communication - Excellent oral and written communication skills, including the ability effectively to communicate in a variety of ways including public speaking, small group meetings, one-on-one meetings and written materials.
- Teamwork -Collaborate with other NYC Free Tax Prep staff with the ability to work as a member of a team
- Quality - Demonstrates accuracy and thoroughness
- Quantity - Meets productivity standards; completes work in timely manner
QUALIFICATIONS
- High school diploma.
- IRS Volunteer Agreement.
- Knowledge of taxes and tax laws
- Must be comfortable working with diverse population.
- Must be flexible and able to respond to changing needs of the program.
- Friendly, dependable, and flexible.
- Ability to complete tasks completely and accurately.
- Engaging personality and detailed orientated skills are essential.
- Strong oral and written communication, time management and organizational skills are necessary.
- Ability to adjust to different work assignments, adapt readily to changes, and shift priorities as necessary.
- Report to, and meet with, supervisor monthly
- Bi-lingual Spanish/English preferred.
- Proficiency in Microsoft Office suite and other standard business technology is required
- Perform additional duties as assigned
PHYSICAL REQUIREMENTS
- Ability to use a computer for prolonged periods.
- Ability to occasionally lift and/or move up to 10 pounds.
- Ability to stand, walk, or sit for long periods of time, or climb five flights of stairs, if required to conduct home visits and/or fieldwork.
- Ability to bend and retrieve objects and/or documents.
- Ability to travel in the boroughs of New York City and its adjacent counties via public transportation.
- Ability to travel for a minimum of 1 mile within a reasonable amount of time and in all types of weather, including inclement weather, if required to conduct home visits and/or field work.
BronxWorks seeks to build an inclusive organization grounded in respect for differences. BronxWorks is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. This commitment applies to all terms, conditions, and privileges of employment, including but not limited to recruitment, hiring, compensation, training and employee development, placement, promotion, demotion, upgrading, downgrading, transfer, layoff and termination. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, status as a victim of domestic violence, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process, please contact hrbenefits@bronxworks.org.
Salary : $20 - $22