Tax Program Specialist Temporary - Traverse

Tax Program Specialist Temporary - Traverse City

Job Title:

Tax Program Specialist

Supervisory Responsibility:
Reports to Tax Coordinator

Tax Program Specialist supports the NMCAA's tax preparation services by managing intake scheduling, and customer support. The role involves interacting with clients, assisting with tax-related inquiries, and helping maintain strong volunteer relationships, while also providing general administrative support to the Tax Program Coordinator.

• Serve as the receptionist for the tax program, managing customer interaction and experience.
• Assist the Tax Program Coordinator with administrative tasks, data collection, and reporting requirements.
• Maintain IRS compliance by completing necessary training and exams.
• Guide customers in completing pre-tax documentation.
• Address general tax inquiries and provide solutions for issues beyond VITA service scope.
• Prepare and send customer mailings.
• Make reminder calls to clients regarding their tax appointments.
• Direct tax clients to additional services and outside resources as needed.
• Perform other duties as assigned.
• Greet customers and schedule appointments efficiently.
• Collaborate with Tax Program staff to ensure smooth operations during the seasonal tax preparation program.
• Represent NMCAA in a professional, helpful, and knowledgeable manner.
• Foster and maintain strong volunteer relationships year-round.

Some college coursework completed:
Associate's degree or higher preferred.

• A commitment to the NMCAA philosophy and mission.
• Ability to maintain confidentiality.
• Ability to engage with co-workers and clients in a positive, non-judgmental, and courteous manner.
• Ability to offer innovative solutions, collaborate as a team member, and prioritize tasks.
• Ability to perform physical tasks as required by the job.
• Ability to plan, organize, prioritize, and multitask.
• Excellent verbal and written communication skills.