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Tax Preparer

Department: BENEFITS ACCESS
Location: New York, NY

FLSA: Non-Exempt/Overtime Eligible

Benefits: Eligible

Hours Per Week: 40/Full-time (Temporary)

Met Council is America’s largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, integrity, and respect. Our programs are staffed by experts who help over 325,000 clients each year and advocate on behalf of all needy New Yorkers. Our services include 100% affordable housing at 21 locations, family violence program, Holocaust survivor assistance, geriatric social work, crisis intervention and the largest free kosher food distribution program in the world. Our network of 120 food pantries, affordable housing sites, and JCCs provide services directly in neighborhoods across New York City.

Position Summary:

As part of a social service agency that aids, empowers, and sustains hundreds of thousands of needy New Yorkers each year, the Tax Preparer/VITA Site Coordinator will be part of an initiative to help low-to-moderate income communities maximize their tax refunds and gain access to critical financial empowerment services i.e., SNAP, Fair Fares, and eviction prevention. Part of a local initiative sponsored by New York City’s Department of Consumer and Worker Protection (DCWP), the free tax preparation program provides free income tax preparation to low-to-moderate income individuals and families earning less than $85,000 a year. IRS-trained staff are certified to prepare basic tax returns using in-person and electronic submission methods. The Tax Preparer/VITA Site Coordinator will oversee the site’s free tax preparation services and provide tax return e-files utilizing Tax Slayer. Tax Preparer/VITA Site Coordinators will monitor daily activities in the field, ensure availability of all program materials and forms, as well as provide onsite guidance utilizing an in-person service model.

Please note: This is a temporary position anticipated to start December 2023, and is currently funded through April 18th, 2024.

Principal Responsibilities:

  • Provide in-person tax preparation, support, and guidance to tax filers.
  • Work with other staff to schedule dates and times that the tax site will be operational; develop and maintain appointment schedule.
  • Ensure that adequate coverage, supplies, forms, and equipment are maintained at tax site.
  • Ensure quality review is being conducted & privacy is maintained.
  • Support other VITA staff by answering questions, solving problems, and correcting errors.
  • Work with taxpayers to address returns that the IRS filing center has rejected.
  • Maintain organized records of tax returns prepared at the tax sites.
  • Update and ensure availability of program materials, including, but not limited to, tax forms, compliance documents, and handbooks.
  • Coordinate partnerships, launch, and operations of pop-up tax sites in conjunction with the Senior Director and Training & Program Support Coordinator.
  • Participate in outreach efforts, as needed.
  • Aid in appointment scheduling, volunteer training efforts and issue navigation for clients of the free tax preparation program.
  • Additional responsibilities as required.

Competencies:

  • Advance tax knowledge/certification and minimum 2 – 3 years of experience preparing tax returns (required)
  • Ease in using online databases and mobile technology (for virtual service delivery), prior experience using online tax preparation software (preferred)
  • Prior supervisory experience (strongly preferred)
  • Prior experience with tax preparation, VITA programs, public benefits programs
  • Familiarity with low-income communities and needs in New York City
  • Ability to handle sensitive case information with discretion, maintaining client privacy
  • Strong attention to detail
  • Strong problem-solving, organizational, customer service, and management skills

Skill and Education:

  • Bachelor’s Degree (preferred)
  • Knowledge of tax preparation services (Tax Slayer) and systems (required)
  • Proficiency in verbal and written English
  • Proficiency in verbal and written Spanish (preferred)

Compensation: $22.00 - $25.00 per hour

Benefits: Major medical, dental, and vision insurance; pre-tax commuter benefits; FSA; 403(b); plus holidays.