Volunteer Income Tax Assistance (VITA) Tax Preparer
Family Service, San Antonio, Texas, United States, 78208
The VITA Tax Preparer is responsible for preparing current year tax returns using Tax Wise software for the Volunteer Income Tax Assistance (VITA) site, while ensuring that services provided are in alignment with the Social Determinants of Health through a trauma informed care lens as defined by the agency. VITA is one of the nation’s largest volunteer-led free tax preparation service assisting low to moderate income families and individuals.
Essential Functions:
Prepare tax returns for eligible clients; and provide tax counseling to VITA clients regarding tax law and credits (specifically earned income and child tax credits). Greet arriving clients and answer basic tax questions for clients. Conduct research on tax questions/issues related to client returns; confer with and assist co-workers on tax questions. Refer clients appropriately to external and internal support services (e.g., informing clients about other services such as SAVE USA). Attend general staff meetings and trainings as required. Maintain good relationships with stakeholders (including current and potential clients, community and co-workers), focusing on providing excellent and culturally sensitive customer service and presenting a positive image of the agency in all community and stakeholder interactions. Maintain a working environment which encourages mutual respect, promotes respectful and congenial relationships between employees and is free from all forms of harassment. Perform other duties as assigned, including presentations to community groups and organizations, in accordance with the agency’s “team” philosophy. REQUIRED CERTIFICATES AND LICENSES:
Certificate or license, as applicable, by the appropriate State agency as a qualified practitioner. State of Texas vehicle operator’s license and proof of liability insurance. PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you must be able to stand, walk, reach with hands and arms, climb or balance, stoop, kneel, crouch or crawl, talk and hear, and taste or smell. You may be able to lift up to 10 pounds, have close vision, color vision, depth perception, and ability to adjust your focus with good hand-eye coordination.
#J-18808-Ljbffr
Prepare tax returns for eligible clients; and provide tax counseling to VITA clients regarding tax law and credits (specifically earned income and child tax credits). Greet arriving clients and answer basic tax questions for clients. Conduct research on tax questions/issues related to client returns; confer with and assist co-workers on tax questions. Refer clients appropriately to external and internal support services (e.g., informing clients about other services such as SAVE USA). Attend general staff meetings and trainings as required. Maintain good relationships with stakeholders (including current and potential clients, community and co-workers), focusing on providing excellent and culturally sensitive customer service and presenting a positive image of the agency in all community and stakeholder interactions. Maintain a working environment which encourages mutual respect, promotes respectful and congenial relationships between employees and is free from all forms of harassment. Perform other duties as assigned, including presentations to community groups and organizations, in accordance with the agency’s “team” philosophy. REQUIRED CERTIFICATES AND LICENSES:
Certificate or license, as applicable, by the appropriate State agency as a qualified practitioner. State of Texas vehicle operator’s license and proof of liability insurance. PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you must be able to stand, walk, reach with hands and arms, climb or balance, stoop, kneel, crouch or crawl, talk and hear, and taste or smell. You may be able to lift up to 10 pounds, have close vision, color vision, depth perception, and ability to adjust your focus with good hand-eye coordination.
#J-18808-Ljbffr