HNHF Tax Clinic Specialist

Overview:
 

Support the intake and interview process for our workforce development and My Bridge 2 Success programs  

Scheduling and client support for our VITA tax clinics  

Conduct and document virtual and in-person interviews with interns, ensuring accurate and timely recordkeeping of interview outcomes. 

Track and maintain detailed attendance records for interns and/or program participants. 

Assist with planning and coordinating internal and external events, including logistics, scheduling, and communications. 

Job Description Summary:

Prepares federal and state income tax filings for qualified taxpayers. Provides services that meet the highest standards of ethical conduct and quality customer service.

Job Description:

Essential Functions:

• Completes IRS/VITA tax law training, completes required certification exams, and obtains tax preparer certification at the advanced level.
• Prepares state and federal income tax returns for qualified program participants using the required income tax preparation software.
• Works with clients in in-person sites or on NCH provided virtual platforms.
• Gathers all needed intake information and provide high-quality customer service at all times.
• Supports data gathering activities related to NCH research around the benefits of tax filings for low-income participants.
• Provides information about other avenues for tax preparation for clients with returns outside our site’s scope of practice.
• Assists with scheduling appointments and contacting participants for appointment reminders.

Education Requirement:

High School Diploma or equivalent, required.

Skills:

• Working knowledge of relevant income tax law.
• Ability to learn and use income tax preparation computer software.
• Ability to work with the public in a calm, helpful manner.
• Effective interviewing skills. Flexibility and team-orientation.
• Detail-oriented and accurate.