VITA Tax Preparer na BRANCHES INC

Description

About Branches

At Branches, we believe every student has the potential to succeed and every family and community member can achieve financial wellness. We partner with families to build educational and financial assets, community, and hope; creating a safe, welcoming space where relationships come first, transformational impact is the goal, and each and every person is valued.

From serving over 550 students daily through our Grow and Climb programs, to reaching 10,000+ adults each year with our Achieve financial wellness services, to empowering local entrepreneurs through our MicroBusiness program, we are making a lasting impact across South Florida.

Branches is a faith-based organization that prioritizes the people, service and impact. Our culture is agile, collaborative, and fueled by purpose. We are passionate about transforming lives, fearless in pursuing what’s possible, and driven by the entrepreneurial spirit it takes to meet challenges head-on. If you’re inspired by impact, energized by growth, and ready to help co-create brighter futures, we encourage you to join our amazing mission-driven team, where your work doesn’t just make a difference, it changes lives.

Position Overview:
The VITA Tax Preparer supports Branches’ Volunteer Income Tax Assistance (VITA) program by preparing accurate and high-quality tax returns for low- to moderate-income individuals and families. The Tax Preparer helps ensure that clients receive all eligible tax credits and refunds while providing a positive, respectful, and confidential service experience. This is a temporary role for 4 months; January to April.

Key Responsibilities:

• Prepare federal and state tax returns using IRS-approved software (TaxSlayer).
• Interview  clients to ensure accurate and complete tax return information.
• Identify tax credits and deductions that benefit clients (e.g., Earned Income Tax Credit, Child Tax Credit).
• Review returns with clients, answer basic questions, and ensure client understanding.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with the Site Coordinator and other volunteers to maintain a smooth site workflow.
• Participate in required training and maintain IRS certification (Basic or Advanced level). This training is facilitated by Branches.
• Provide excellent customer service that aligns with Branches’ Values of Professionalism, ComPassion and Collaboration.

Requirements

Qualifications:

• IRS Advance VITA/TCE Certification (required, may be obtained through Branches).
• Attention to detail and accuracy in data entry.
• Strong interpersonal and communication skills.
• Ability  to work effectively in a team setting.
• Basic computer literacy; experience with TaxSlayer is helpful but not required.
• Commitment to Branches’ mission and to providing equitable, high-quality service to all clients.