What are the responsibilities and job description for the Tax Program Asistant position at Goodwill Industries of West Michigan, Inc.?
Position Title
Tax Program Assistant
Job Code
907
Location
Corporate HQ
Date Created
12/2/25
Department
Workforce Development
Date Revised
12/2/25
Full Time/Part Time
Full-Time/Part-Time
Hours
8:00 AM - 4:30 PM M-F and some weekends
Environment
Office
FLSA
Hourly - Non-Exempt
Reports To
Community Resource Manager
Direct Reports
No
Organizational Summary
Goodwill Industries of West Michigan is a non-profit organization headquartered in Muskegon, MI. We serve our community by providing employment development services and placement assistance for employment. Our programs are supported with profits generated primarily through the sale of donated goods in our Retail Stores. We have 17 retail stores and 2 employment and training centers operating in a region spanning Manistee to Holland to Cedar Springs.
Job Summary
Assists the Tax Program Coordinator in ensuring compliance with tax site requirements. Provides free tax return preparation for eligible taxpayers. Monitors activities of volunteers at assigned site and keeps the Tax Program Coordinator apprised of issues or concerns in quality and accuracy of services provided, or compliance with established performance and ethics guidelines.
Responsibilities
Job Functions
- Conducts intake interview for tax clients and verifies required documents per IRS standards.
- Prepares and electronically files federal, state and local tax returns with appropriate form and schedules. Ensures income, deductions and credits are accurate and complete.
- Uses resource materials and online databases to research tax law questions and ensure return accuracy.
- Assists in overseeing and coordinating operations at assigned site, which includes:
- - Printing and distributing daily appointment and volunteer schedules.
- - Managing site traffic and advising clients of wait times or other service options.
- - Adjusting workloads and appointment times to enhance workflow.
- - Responding to client concerns or issues.
- - Maintaining site and volunteer logs and records.
- Serves as quality reviewer: reviews tax return and supporting documents and ensures return is complete and accurate. Advises volunteers of necessary changes to ensure return acceptance.
- Reviews rejected return codes and initiates corrective actions to re-file including contacting clients to advise of return status and gather correct information.
- Contacting assigned clients to conduct follow-up or schedule appointments.
- Conduct reminder phone calls and prepare appointment reminder post cards for tax clients.
Technical Skills
- Microsoft Windows: User
- Microsoft Office Suite: User
- Tax Software: User
- Must meet all IRS certification requirements as a site coordinator, quality reviewer and advanced tax preparer, and complete associated specialty certifications: Power User
Competencies
All positions at Goodwill Industries of West Michigan require that the individual possess strong personal motivation/initiative, problem solving orientation, commitment to excellence, an ability to work well with diverse teams, and a strong commitment to our organizational mission. Additionally, this position requires the following:
- Written communication
- Planning & organizing
- Oral communication
- Human relations skills
Education
- GED/diploma required
Experience
- 3 years in Tax Preparation (self or others) required
Certifications/Licenses
- Valid driver's license and insurance required
Physical Requirements
- Sensory: Able to see objects, colors at close range or distance, peripheral, and depth vision, communicate orally with normal hearing decibel.
- Sedentary Work: (lifts no more than 10 lbs at a time)
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Environment
- Mostly indoors
- Moderate emotional level effort. Work environment occasionally hectic with occasional high stress
Other Requirements
- Maintain a reliable vehicle
Perks
- Store discount
- Work for an incredible mission
- Weekly pay
- Casual dress
- Collaborative work culture
- Career development