Through tax assistance, advocacy, small business technical assistance and partnerships, Accounting Aid Society is focused on creating an economy that works for everyone. Accounting Aid seeks a self-starter who is as invested in economic mobility and poverty alleviation as we are. The Seasonal Tax Preparer has the opportunity to not only prepare taxes, but to educate clients on the process.
Primary responsibilities include: screening clients, preparing tax returns, promoting asset building/financial services products and directing clients to other service partners.
• Training will begin the week of July 6th. You will be provided in-person training and education. You must be able to pass tax training and certification test provided by Accounting Aid Society.
• You must be able to work 6 days a week, including Saturday. Normal office hours will be 5 days at 8:30 am to 5:00 pm, with one late day during the week.
Supervisor: Supervisor-Neighborhood Tax Center
Summary of Job Description: Screen clients, prepare tax returns, promote asset building/financial services products and direct clients to other service partners.
• If assigned to screen clients, complete the Client Intake Sheet/Screener Form for each client.
• Prepare accurate federal, state, and city tax returns.
• Ensure that Site Supervisor reviews all returns before the clients leave.
• Complete all required administrative forms. Follow office procedures related to 7216.
• Ensure that client information is not disclosed unless otherwise authorized.
• Direct clients to other service partners at the site.
Asset Building/Financial Services
• Identify clients which are most appropriate for financial services or products.
• Communicate the importance of asset building to the client.
• Participate with the asset building process at the site which will lead to greater take-up of asset building and financial services products.
• Participate with outreach activities as assigned.
• Provide supervisor with information regarding possible outreach opportunities for community involvement.
General AAS Duties
• Build trust and teamwork with open and honest communications across our organization, and with our volunteers, our community, and our partners.
• Share responsibility with other office staff to maintain site copier and other equipment, site supplies, and general office space.
• Assist our constituents and the public who visit or telephone the site.
• Assist with maintenance of office procedures and policy manual, and new employee orientation packet, as related to this job description.
• Attend any AAS meeting or event outside office hours, as requested
• Perform other such duties as assigned.
Education: Two years of college-level courses or equivalent work experience.
Skills: Strong administrative and communication skills. Ability to learn and apply basic tax law concepts and use of tax preparation software. Ability to work evenings and Saturdays as needed. Maturity, flexibility, initiative, and high ethical standards. Prior tax preparation experience and/or fluency in English and Spanish a plus.
Experience: Competency with the use of computers.
About Accounting Aid Society
Our MissionAccounting Aid Society creates an economy that works for everyone. We meet families and small businesses where they are on their financial journey and help them gain control of their finances through free tax preparation and financial education. For those struggling to make ends meet, even one small mistake on their tax forms could deprive them of critical tax dollars. We believe everyone should have access to trustworthy tax and financial help in order to create long-term economic prosperity in the communities we serve.Who We AreAccounting Aid Society has been o¬ffering free tax and financial services to taxpayers and small businesses in Detroit and southeast Michigan for over 45 years. Our services have returned over $400 million in tax refunds to individuals and small businesses in Wayne, Oakland, Macomb and Livingston Counties. As a result, we’ve been named a “Best Managed Nonprofit” by Crain’s Detroit Business, a Neighborhood Builder by Bank of America, and we received the 2017 Governor’s Service Award for Outstanding Volunteer Program.What We DoWe use taxes to build relationships, and relationships to build futures. Often, a tax return is the largest sum of money... a family sees all year. We help individuals and small businesses navigate the challenges surrounding taxes and financial matters. With tax preparation as a catalyst, we help stabilize a household’s finances. More than 600 volunteers work alongside our clients to identify barriers to financial well-being and provide the resources and tools to overcome them.