Purpose:
Help low-moderate income families, seniors, veterans, and persons living with disabilities get the tax refunds and credits they deserve for FREE! Undergo on-site IRS training and make a big difference in your community by providing clerical support, scheduling, and client assistance to support the VITA Free Tax Preparation Program. This position also assists in connecting tax clients with additional financial services programs within NMCAA such as financial education, workshops, online classes about IDAs, saving, asset building and improving financial wellness.
Position appointment is 52 weeks at 40 hours per week.
Essential functions:
- Receptionist and clerical support for tax program
- Assist customers with pre-tax packets
- Prepare customer mailings
- Provide reminder calls to customers
- Support intake duties for additional programs in the Financial Management Services Department
Position Objectives:
1. To greet customers and schedule appointments.
2. Work with Tax Program Staff to provide efficient and friendly service in seasonal tax preparation program.
3. To represent NMCAA in a professional, supportive, and knowledgeable manner.
Tax and FMS Intake Specialist
Job Code Number
212313310
Job Description
NMCAA Tax and Financial Management Service Intake Specialist – Traverse City
Help low-moderate income families, seniors, veterans, and persons living with
disabilities get the tax refunds and credits they deserve for FREE!
Undergo on-site IRS training and make a big difference in your community by providing
clerical support, scheduling, and client assistance to support the VITA Free Tax Preparation Program.
This position also assists in connecting tax clients with additional financial services
programs within NMCAA such as financial education, workshops, online classes about
IDAs, saving, asset building and improving financial wellness.
Some college. Associates or above preferred.
Position appointment is 52 weeks at 40 hours per week. $19.12 per hour.
Additional Requirements
Purpose:
Help low-moderate income families, seniors, veterans, and persons living with disabilities get the tax refunds and credits they deserve for FREE! Undergo on-site IRS training and make a big difference in your community by providing clerical support, scheduling, and client assistance to support the VITA Free Tax Preparation Program. This position also assists in connecting tax clients with additional financial services programs within NMCAA such as financial education, workshops, online classes about IDAs, saving, asset building and improving financial wellness.
Position appointment is 52 weeks at 40 hours per week.
Essential functions:
- Receptionist and clerical support for tax program
- Assist customers with pre-tax packets
- Prepare customer mailings
- Provide reminder calls to customers
- Support intake duties for additional programs in the Financial Management Services Department
Position Objectives:
1. To greet customers and schedule appointments.
2. Work with Tax Program Staff to provide efficient and friendly service in seasonal tax preparation program.
3. To represent NMCAA in a professional, supportive, and knowledgeable manner.
For details and to apply, visit www.nmcaa.net click on Employment Tab and click on Career Opportunities
