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: $25/Hour

Apply Here: https://medasf.bamboohr.com/careers/214

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 Tax Site Asset Specialist will coordinate the delivery of asset development information, services, and products to tax program clients.

DUTIES & RESPONSIBILITIES

• Connect clients to relevant asset development services at Sparkpoint - Plaza Adelante by referring to the intake and assessment forms.

• Actively engage and connect clients to asset-building product and service opportunities at multiple points during the tax preparation process.

• Assist clients in making connections to appropriate services/providers at the site.

• 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.

• Monitor and track the uptake rate of products and services offered.

• Assist with the preparation, communication, and reports by collecting, analyzing, and summarizing data.

• Promote asset-building products and services by coordinating and creating materials for the tax site.

• Attend the volunteer appreciation event at the end of the tax season.

• Support client connections to other asset-building services.

YOUR KEYS TO SUCCESS

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

• Previous experience with asset development services, such as banking the unbanked, credit, debt management, savings, and/or financial capability.

• 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

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

• Sales experience preferred.

• Previous experience In VITA / TCE free tax preparation Program

• 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 CapabilitySales ExperienceIRS CertificationBenefits Screening