What are the responsibilities and job description for the Virtual Seasonal Tax Professional (Temporary) position at Goodwill Industries of the Southern Rivers?
Job Details
Description
The mission of Goodwill Industries Southern Rivers is Developing People, Changing Lives, and Building Communities. At Goodwill we aspire to bring refunds back to taxpayers and the community by mentoring, inspiring, and leading, with the purpose of financial wellness education and free tax preparation through the VITA (Volunteer Income Tax Assistance) Program.
Description
As a Virtual Seasonal Tax Professional, you'll serve clients with diverse tax needs with the support of an expert team dedicated to providing you with the advanced tax training you'll need to be successful. Taxpayers will answer intake questions and upload tax documents on GetYourRefund.org. By using the custom case management system, the Hub, you will remotely prepare the tax return, speak with the taxpayer to review their return, and file the return with the taxpayer consent. The Hub is located on our main campus; this is not a work from home position. Your day-to-day responsibilities will be:
This Is a Seasonal Position Based Upon Business Needs And Availability. Occasional Evening And Weekend Work May Be Required As Job Duties Demand. Our Hours Of Operation Are As Followed:
Description
The mission of Goodwill Industries Southern Rivers is Developing People, Changing Lives, and Building Communities. At Goodwill we aspire to bring refunds back to taxpayers and the community by mentoring, inspiring, and leading, with the purpose of financial wellness education and free tax preparation through the VITA (Volunteer Income Tax Assistance) Program.
Description
As a Virtual Seasonal Tax Professional, you'll serve clients with diverse tax needs with the support of an expert team dedicated to providing you with the advanced tax training you'll need to be successful. Taxpayers will answer intake questions and upload tax documents on GetYourRefund.org. By using the custom case management system, the Hub, you will remotely prepare the tax return, speak with the taxpayer to review their return, and file the return with the taxpayer consent. The Hub is located on our main campus; this is not a work from home position. Your day-to-day responsibilities will be:
- Review submitted tax documents and Intake Form 13614-C.
- Obtain additional information or documentation from clients.
- Conduct intake interviews with clients.
- Respond to document uploads and messages from assigned clients.
- Respond to clients with the “flagged” indicator.
- Prepare the return in TaxSlayer.
- Request additional documentation as needed.
- Pass the prepared return to the quality reviewer.
- Conduct a quality review of the tax return.
- Respond to clients with the “flagged” indicator.
- Have a phone call with the client going over the return.
- Send the client their return.
- Obtain an e-signature on Form 8879.
- Perform other duties as assigned or requested by immediate supervisor or GoodwillSR leadership.
This Is a Seasonal Position Based Upon Business Needs And Availability. Occasional Evening And Weekend Work May Be Required As Job Duties Demand. Our Hours Of Operation Are As Followed:
- Monday: 11am – 7pm
- Tuesday: 11am – 7pm
- Wednesday: 11am – 7pm
- Thursday: 11am – 7pm
- Friday: 11am – 7pm
- Ability to work 30 hours weekly throughout the tax season.
- Experience working in a fast-paced environment.
- Successfully complete and pass the IRS Certification.
- Ability to pass a background and drug screen.
- Ability to work with people with disabilities and be understanding
- High level of enthusiasm, motivation, persistence and a positive attitude
- Possess and display excellent analytical, critical thinking, organizational, verbal and written communication skills with a diverse audience
- Ability to use a computer
- Proficient in Microsoft Office: Word, Excel, and Outlook
- Ability to maintain confidentiality
- Ability to act and make decisions that align with the organization’s values of - Honesty, Integrity, Respect, Excellence, and Service
- Must successfully pass a pre-employment drug screen and a federal background check