Job Information
Goodwill Industries of the Southern Rivers, Inc Part-Time Financial Services Specialist in Newnan, Georgia
Description
Part-Time Financial Services Specialist (Mission)
Goodwill Industries of the Southern Rivers – Newnan, GA
The Mission Services division is currently seeking a part-time Financial Services Specialist with excellent customer services and a positive attitude.
Goodwill Industries of the Southern Rivers, Inc.’s Financial Services Specialist responsibilities:
Recruit and train qualified VITA program volunteers and Seasonal staff. Provide comprehensive training on tax law, software, and procedures.
Stay updated on tax regulations and IRS guidelines.
Conduct annual training using the IRS Link and Learn Taxes e-Learning software and pass all certification exams required by the IRS.
Ensure the intake process includes the use of an intake sheet for every return, a quality review is being conducted, privacy is being maintained and each return is identified with the site’s identification number.
Resolve any tax return issues that occur during the transmission process and electronically file all returns in a timely manner.
Prepare tax returns, provide quality review, answer tax questions, and schedule tax appointments.
Provide excellent customer service to clients throughout the process including scheduling, paperwork, answer tax questions, and follow-up with clients as needed.
As a site coordinator (SC), this position oversees all aspects of site operations, supervise seasonal staff and volunteer preparers, tax filing efforts, and ensure quality service for each of our tax clients.
Facilitate the efficient and effective delivery of tax preparation services for clients.
Ensure VITA site’s compliance with all 10 IRS Quality Site Requirements (QSRs).
Verify that proper volunteer coverage is scheduled, and that supplies, publications and equipment are maintained and available at their assigned VITA site
Requirements:
Level of knowledge normally gained through completion of an undergraduate degree
Two years of accounting experience, tax knowledge and tax law training
Proficient in Microsoft Office products and TaxSlayer (or willing and able to learn)
Strong customer service skills
Ability to coach and train individuals on different products (irs.gov, ID.me, etc)
Excellent interpersonal and communication skills.
Goodwill Industries of the Southern Rivers, Inc. is committed to our mission of Developing People, Changing Lives, and Building Communities. We seek to empower people with skills and opportunities to live fulfilled lives. We achieve our mission and vision through our values of Honesty, Integrity, Respect, Excellence, and Service. At Goodwill Industries of the Southern Rivers, Inc., we strive to hire individuals who live by our values and believe in our mission.
We offer a competitive benefits package including:
Hourly position
Dental, and Vision insurance
A generous paid time off (PTO) plan
401k with a company match
Telehealth Option