Job Purpose: The Tax Preparer will provide quality tax return assistance to taxpayers. Probe for all valid tax information needed to claim every credit or deduction the taxpayer may be eligible to claim. Provide Federal, State and Homestead Tax assistance. Work with Site Coordinator and other team members to ensure that clients receive the best customer service we can deliver. The Tax Preparer will provide support to the VITA Program by performing the following duties:

Essential Duties include the following. Other duties may be assigned.

Punctuality and overall consistent, excellent attendance is a must.
Provide high-quality Federal, State and Homestead tax assistance to all taxpayers.
Prepare multiple year tax returns via computer based on taxpayer's documentation and only the returns for which you have received certification.
Ensure that all taxpayers complete a Milwaukee Asset Building Coalition's Client Intake Sheet. Interview clients to determine if all income, deductions and allowable credits are claimed.
Maintain confidentiality of client information.
Ensure on-site quality review is performed on completed returns.
Ensure a copy of the completed return is provided to the taxpayer.
Ensure no compensation of any kind is accepted for the services provided.
Adhere to Title VI by not denying service to anyone based on race, color, sex, age, national origin or disability.
Report any problems that arise to the Site Coordinator.
Refer taxpayers to other services being offered at the tax site