Tax Preparer - 3646

BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences. We have 50 locations throughout the borough providing a variety of programs that offer assistance in the areas of family, children and youth support, educational services, elder care, homelessness, mental health, and workforce development. We are an employer of choice for anyone interested in a meaningful career in the social services field. 

 RESPONSIBILITIES 

• Successfully learn the TaxWise tax preparation software to complete tax returns and prepare returns using electronic filing software.. 
• Interview the client to determine that all income is reported and all allowable deductions are claimed. 
• Directly prepare the client’s return, based upon the information provided by the client and the client’s answers provided on the intake form. 
• Prepare only those returns for which training and certification were provided. 
• Refer clients to use self prep for those clients with complex returns, who cannot be served, to the IRS website. 
• Accept no payment or other compensation of any kind from the client. 
• Inform/refer the client to the other services offered through the VITA site 
• Maintain the confidentiality of the client’s information. 
• Ensure that on-site quality review is performed on the return. 
• Provide the client with a copy of the return and review its contents with the client. 
• Have the client sign the applicable authorization documents for electronic filing. 
• Complete all administrative activities related to the completion of the client’s return. 
• Work with the Site Manager to establish and administer a quality review process. 
• Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted. 

 QUALIFICATIONS 

• Attend and successfully complete the training to be certified by the IRS.
• High School Diploma. 
• Knowledge of Tax law and form 1040,1040A, and 1040EZ). 
•  Basic computer skills for inputting tax return data into the tax preparation software. 
• Ability to communicate effectively, including the ability to interview clients about personal, financial matters and communicating tax issues to clients in a non-threatening manner. 
• Ability to effectively research tax issues, using the materials available at the site. 
• Ability to deal with the public in a helpful and supportive manner. 
• Friendly, dependable and flexible and detail oriented. 
• Candidates should have knowledge of personal income taxes as well as tax law knowledge. 
• Must be able to balance competing priorities and work on multiple tasks, often on a time sensitive basis. 
• Bilingual (Spanish/English) is a definite plus. 

PHYSICAL REQUIREMENTS: 

• Ability to use a computer for prolonged periods. 
• Ability to stand, walk, or sit for long periods of time. 
• Ability to bend and retrieve objects and/or documents. 
• Ability to travel in the boroughs of New York City and its adjacent counties via public transportation. 
• Ability to travel for a minimum of 1 mile within a reasonable amount of time and in all types of weather, including inclement weather, if required. 

*MUST BE FULLY VACCINATED AGAINST COVID-19

BronxWorks seeks to build an inclusive organization grounded in respect for differences. BronxWorks is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. This commitment applies to all terms, conditions, and privileges of employment, including but not limited to recruitment, hiring, compensation, training and employee development, placement, promotion, demotion, upgrading, downgrading, transfer, layoff and termination. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, status as a victim of domestic violence, or any other characteristic protected by federal, state, or local law. 

If you require reasonable accommodation as part of the application process, please contact hrbenefits@bronxworks.org.