Applicants must be a Wounded Warrior or a Disabled Veteran with a minimum documented disability rating of 30%.
A bachelor's degree in a related field is required.
VITA certification must be obtained before the first training date, and the printed certificate must be provided for the employee record.
U.S. citizenship is required.
Two to five years of experience providing basic tax preparation assistance is required.
Computer literacy is required.
Knowledge of military-specific tax benefits is required.
Availability for day, evening, and weekend shifts is required.
Responsibilities
Provide telephonic tax assistance to service members and their families from a service center.
Assist clients with basic federal tax filing questions.
Handle routine tax questions.
Provide clients with guidance and resources to collect the information necessary for tax return completion and compliance.
Address clients' needs by phone and through electronic media.
Provide customers with friendly, empathetic service and accurate information.
Desired Qualifications
Certification as a Certified Public Accountant, Enrolled Agent, or Registered Tax Return Preparer.
Experience with multi-state tax returns.
Bilingual English and Spanish language ability.
Preference for evening and weekend availability.
Job Description
Tax Counselors will work in a service center and provide telephonic tax assistance to service members and their families. Tax assistance will be provided to assist with basic federal tax filing questions. Tax Consultants will handle routine tax questions along with providing guidance and resources to clients so they can collect necessary information for tax return completion and compliance. Tax Consultants will demonstrate proficiency in addressing clients’ needs by phone and use of electronic media.
Qualifications
All applicants must be a Wounded Warrior or be a Disabled Veteran with a minimum of 30% documented disability
Bachelor’s Degree in related field
VITA—Must be VITA certified prior to first training date
Printed certificate must be obtained for employee record
U.S. citizenship
Two to five years providing basic tax preparation assistance
Excellent verbal and written communication skills
Computer literacy
Ability to provide customers with friendly, empathic service and accurate information
Knowledge of military specific tax benefits
Additional Information
Prefer CPA’s, Enrolled Agents or Registered Tax Return Preparers
Prefer experience with multi-state returns
Veterans and military spouses encouraged to apply. Bilingual English/Spanish speakers preferred. Hiring for all shifts: Day, Evening and Weekend availability will be required, with a preference for Evening and Weekend availability.