Financial Services Specialist

2 weeks ago


Newnan, Georgia, United States Goodwill Industries of the Southern Rivers Full time
Job Title: Part-Time Financial Services Specialist

Goodwill 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 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 following 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.
Requirements:
  • 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.
What We Offer:
  • Hourly position.
  • Dental, vision, and medical insurance.
  • A generous paid time off (PTO) plan.
  • 401k with a company match.
  • Telehealth option.

We are committed to our mission of Developing People, Changing Lives, and Building Communities. We seek to empower people with skills and opportunities to live fulfilled lives. We achieve our mission and vision through our values of Honesty, Integrity, Respect, Excellence, and Service.



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