Financial Services Specialist
1 month ago
Goodwill Industries of the Southern Rivers, Inc. is seeking a part-time Financial Services Specialist to join our team.
Job Summary:We are looking for a highly motivated and detail-oriented individual to provide excellent customer service to clients throughout the tax preparation process. The successful candidate will be responsible for recruiting and training qualified VITA program volunteers and seasonal staff, providing comprehensive training on tax law, software, and procedures, and ensuring the efficient and effective delivery of tax preparation services for clients.
Key Responsibilities:- Recruit and train qualified VITA program volunteers and seasonal staff
- Provide comprehensive training on tax law, software, and procedures
- 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, oversee all aspects of site operations, supervise seasonal staff and volunteer preparers, tax filing efforts, and ensure quality service for each of our tax clients
- 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
At Goodwill Industries of the Southern Rivers, Inc., we strive to hire individuals who live by our values and believe in our mission.
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Newnan, Georgia, United States Goodwill Industries of the Southern Rivers Full time{"title": "Financial Services Specialist", "description": "Job SummaryGoodwill Industries of the Southern Rivers is seeking a part-time Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for recruiting and training VITA program volunteers, providing comprehensive training on tax law and software, and...
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