Tax Site Specialist

Are you looking for a fulfilling career that allows you to use your tax and financial expertise to make a difference in the lives of those in need? Look no further! Single Stop USA, a part of the Fedcap Group, is seeking a full-time Tax Site Specialist. In this coordinator position with our human services nonprofit, you play a critical role in coordinating Tax Site activities and providing personalized financial and tax assistance to low-income individuals and families. Along the way, you have the chance to build meaningful relationships with clients and help them achieve their financial goals. We offer competitive pay of $24-28/hr and excellent benefits, including medical, dental, vision, a flexible spending account, short- and long-term disability, a 403(b) plan, an employee assistance program, a future mom's program, and life insurance. If you're passionate about helping others and seeking a rewarding career in the human services industry, apply today!

ABOUT SINGLE STOP USA

We are working to connect the 46 million individuals living in poverty to untapped local, state, and federal dollars and benefits, giving them access to safety net programs and providing a boost up the economic ladder. Fueled by state-of-the-art technology, a world-class staff, and our education and nonprofit network partners, our vision is for every individual to have access to opportunities for achieving the American Dream. Our innovative approach leverages existing financial resources with opportunities for education, counseling, training, and support-a potent recipe for lifelong financial stability.

Our mission is to build pathways out of poverty by leveraging partnerships and technology to connect people to existing resources, all through a unique one-stop shop. To achieve this, we strive to attract and retain talented and committed staff who believe in our cause. This is why we provide competitive compensation, great benefits, and plenty of opportunities for personal and professional growth.

ARE YOU A GOOD FIT?

Ask yourself: Do you have an eye for detail and great verbal and written communication skills? Can you juggle several tasks at once while consistently hitting deadlines? Do you enjoy working with tax and finance data? Are you great at maintaining and following up with relationships? Would you like to join a human services nonprofit that is working to better your community? If so, please consider applying for this Tax Site Specialist position today!

YOUR LIFE AS A TAX SITE SPECIALIST

This full-time finance team role works during regular business hours.

As a Tax Site Specialist with our human services nonprofit, you are responsible for assisting the training manager in setting up the site for tax preparation services, ensuring that everything runs smoothly. When you arrive at the site, you greet the host site counterpart and maintain a positive relationship with them, providing a welcoming experience for our clients and the community. With your great coordinator skills, you oversee the daily operations of the site, making sure that tax preparers, quality reviewers, admin staff, intake, and volunteers follow site procedures. In this financial services role, you create the schedule and keep track of staff and volunteer's days and hours, ensuring that everyone is trained and certified to prepare tax returns within VITA scope. Using your eye for detail, you monitor tax preparers for errors and adherence to tax laws and regulations and ensure that the staff members only prepare returns at their certification level.

When working on our finance team, you are responsible for ensuring that tax returns are transmitted daily to the IRS and New York State and that any rejected returns are corrected within 24 hours. Because you are discreet in this financial professional position, you also ensure that the privacy and confidentiality of tax returns are maintained and quality reviews are performed. You make sure that the site is adequately staffed and maintain a record of volunteer agreements for all certified staff.

Throughout the day, you ensure that the site has all the required Publications and IRS posters and that IRS Quality Alerts are distributed to each staff/volunteer for review. On our finance team, you oversee the day-to-day operations of the site during tax season and wrap up and close the Tax Site post-April 15. You correct all outstanding returns and provide customer service on all outstanding matters. As a pro at financial services, you perform a variety of duties to ensure the smooth operation of the site. You take pride in your work as a Tax Site Specialist and enjoy being a part of a finance team that helps low-income individuals and families in the community! You love working with our human services nonprofit and thrive in this role as a Tax Site Specialist!

WHAT WE NEED FROM YOU

• Bachelor's degree or equivalent experience
• 5+ years experience in the tax preparation field
• Strong knowledge of personal income taxes as well as tax law knowledge

We need a team player with management or supervisory experience. Being bilingual (Spanish/English) in this finance team role is a huge bonus. If you can meet these requirements and perform this financial services job as described above, we would be happy to have you join our human services nonprofit as a Tax Site Specialist!

Location: 10017