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Financial Services Specialist
2 months ago
Goodwill Industries of the Southern Rivers, Inc. is seeking a part-time Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing excellent customer service to clients, preparing tax returns, and ensuring the efficient and effective delivery of tax preparation services.
Key Responsibilities:- Recruit and train qualified VITA program volunteers and seasonal staff.
- Stay updated on tax regulations and IRS guidelines.
- Conduct annual training using the IRS Link and Learn Taxes e-Learning software and pass all certification exams required by the IRS.
- Ensure the intake process includes the use of an intake sheet for every return, a quality review is being conducted, privacy is being maintained, and each return is identified with the site's identification number.
- Resolve any tax return issues that occur during the transmission process and electronically file all returns in a timely manner.
- Prepare tax returns, provide quality review, answer tax questions, and schedule tax appointments.
- Provide excellent customer service to clients throughout the process, including scheduling, paperwork, answering tax questions, and follow-up with clients as needed.
- As a site coordinator, this position oversees all aspects of site operations, supervises seasonal staff and volunteer preparers, tax filing efforts, and ensures quality service for each of our tax clients.
- Facilitate the efficient and effective delivery of tax preparation services for clients.
- Ensure VITA site's compliance with all 10 IRS Quality Site Requirements (QSRs).
- Verify that proper volunteer coverage is scheduled, and that supplies, publications, and equipment are maintained and available at their assigned VITA site.
- Level of knowledge normally gained through completion of an undergraduate degree.
- Two years of accounting experience, tax knowledge, and tax law training.
- Proficient in Microsoft Office products and TaxSlayer (or willing and able to learn).
- Strong customer service skills.
- Ability to coach and train individuals on different products.
- Excellent interpersonal and communication skills.
- Hourly position.
- Dental, and Vision insurance.
- A generous paid time off (PTO) plan.
- 401k with a company match.
- Telehealth Option.
