Senior Tax Preparation Specialist

Temporary Full-Time Position

Mission Economic Development Agency MEDA

Hours: Vary by tax site. Must be flexible and willing to work evenings and weekends

Supervisor: Tax Program Manager

Start Date: January 2, 2025

Compensation: $30-$35/hour

Apply Here: https://medasf.bamboohr.com/careers/216

JOIN OUR MEDA TEAM

Mission Economic Development Agency (MEDA) is a community-based, local economic development organization that for over 40 years has engaged individuals and small businesses in community-building strategies that together lead to appropriate and equitable economic development in the Mission District. MEDA primarily serves low-income clients, focusing on the Latino and/or Spanish-speaking community. In accomplishing its mission, MEDA is involved in small business assistance, financial capability, tax preparation, public benefits, homeownership services, and workforce development.

Since 2010, MEDA has coordinated the tax program for the Human Services Agency, managing 4 sites in the City of San Francisco, providing free tax preparation services to low-income families and individuals. This effort has brought more than $30 million to the community by preparing more than 24,000 tax returns and engaging low-income folks in a long-term path toward financial capability.

The VITA site offers free tax assistance to low-income families and connects them to other asset development services such as public benefits, affordable financial products, and management of personal finances, among others.

The Senior Tax Preparation Specialist will coordinate the delivery of asset development information, services, and products to tax program clients.

DUTIES & RESPONSIBILITIES

• Supervise tax preparation sites and ensure adherence to IRS regulations and quality standards.
• Oversee and support staff and volunteers, focusing on relevant tax law updates and effective client service.
• Work closely with all players at the tax site including site coordinators, volunteers, program staff, partners, and clients to generate a cohesive asset-building delivery process.
• Assist staff with serving clients and making connections to appropriate services/providers at the site.
• Prepare and review tax returns, including cases involving self-employment, ITIN applications, and benefit screenings.
• Utilize data tools to monitor site performance, compile reports, and recommend process improvements.
• Engage clients in financial education opportunities and asset-building initiatives during the tax process.

YOUR KEYS TO SUCCESS

To perform successfully in this role, you will need to leverage these key qualifications:

• Two+ years or seasons of tax preparation experience, preferably for the VITA program.

• Strong written and verbal communication skills in English and in Spanish.

• Strong initiative and project follow-through.

• Cultural competence in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health statuses, and abilities.

• Ability to work flexible hours, including some evenings and weekends.

• Commitment to social justice and asset building for low-income populations.

• IRS certification at the Advanced level for the VITA program preparation or the ability to obtain it.

• A bachelor’s degree in Accounting, Finance, Education, and/or Communications is desirable but not mandatory.

• Previous experience with benefits screening, such as screening and enrolling in Medical, CalWorks, WIC, CalFresh, CARE, etc. preferred.

YOUR MEDA EXPERIENCE

Do meaningful work in an innovative workplace while being challenged for your professional growth.

Joining MEDA means having meaningful experiences that develop achievers – from across the Mission neighborhood and from within our organization. We find meaning and fulfillment in our work as we see our community thrive and are driven to achieve better outcomes by challenging ourselves to innovate in our ways of working.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Keywords

Tax PreparationAsset DevelopmentFinancial CapabilityTax LawIRS RegulationsClient ServiceFinancial EducationSocial JusticeAccountingFinanceEducationCommunicationsBenefits Screening