Position Summary: Responsible to assist the taxpayer(s) in resolving their individual tax issue with the Internal Revenue Service for which the Low Income Tax Clinic Program is representing the taxpayer(s).
Works with: the Executive Director and Qualified Technical Tax Expert for the LITC Program
Target County Areas:
Region 1: Bryan, Bullock, Effingham, Evans, Glynn, Liberty, Long, McIntosh, Wayne, Tattnall
Region 2: Jenkins Candler, Treutlen, Montgomery, Toombs, Jeff Davis, Appling, Bacon, Pierce, and Brantley
Region 3: Johnson, Laurens Dodge, and Telfair
- Preferred: Enrolled Agent designation from the Internal Revenue Service (IRS) or a Certified Public Accountant with tax resolution experience, or an Attorney with an understanding of the IRC.
- Highly beneficial: Research and experience in tax law and familiarity with various tax and legal documents.
- Experienced in providing tax services and education targeted to individuals for whom English is a second language.
- Must be computer literate: experience with tax preparation software, word processing software, and spreadsheets.
- Bilingual: Spanish and English preferred.
- Strong analytical and problem-solving skills.
- Ability to build rapport with clients; must be able to work with taxpayers of various economic status, race, color, religion, sex, age, national origin, veteran status, sexual orientation, gender identity, disability, residency, or any other basis of discrimination prohibited by law
- Excellent written and verbal communication skills.
- PREFERRED: Approved Enrolled Agent with the Internal Revenue Service (IRS) or Certified Public Accountant or Attorney
- Registered Tax Return Preparer with the IRS
Principal Functions and Responsibilities:
- Conducts taxpayer intakes and calculates client financial eligibility under program service requirements.
- Conducts tax code research activities to solve tax issues for the taxpayer, and works closely with the Program Director in case management activities.
- Assists taxpayers in resolving tax issues such as audit reviews, EITC, dependency and Child Tax Credit denials, and assisting taxpayers in identifying options available for relief for a tax obligation.
- As the tax expert working on the behalf of the taxpayer, be able to submit an appeal, offer-in-compromise, or any other resolution option with the Internal Revenue Tax Code; if necessary and authorized by the courts, represent the taxpayer in tax court.
- As the tax expert working on the behalf of the taxpayer, know the tax laws as it relates to U.S. citizens, legal aliens, U.S. resident alien, and non-resident alien and the spouse/dependent of such.
- As the tax expert working on the behalf of the taxpayer, know the tax laws concerning household Filing Status, Exemptions, Income, Credits and Payments, standard deductions, Earned Income Tax Credit, Child, and Additional Child Tax Credits, deductions as it relates to various household statuses.
- As the tax expert, know the tax laws concerning various forms and processes for filing taxes, extensions, audit reconsiderations, and various other controversies and/or correspondence from the IRS.
- Provide consultative contact with ESL taxpayers about their tax rights and responsibilities.
- Provide controversy representation and resolution services to taxpayers and ancillary assistance to ESL taxpayers in the preparation of federal tax returns in controversies or other required tax forms at the client’s request for assistance.
- Under a power of attorney, assist the ESL/new/non-filer taxpayer in resolving tax controversies, IRS correspondence, and other federal tax controversies.
- Provide face-to-face tax-related assistance to walk-in taxpayers on a daily basis.
- Create, maintain, and updates client information within the computer-based system; inputs accurate details of the services received by the client, appointments (attended or missed), multi-service received, and discontinuation of services; records any interaction with the IRS, taxpayer or 3rd-party within the client management system.
- Provide technical tax guidance and consultative contact with taxpayers about their tax returns
REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and deal with several abstract and concrete variables. Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints.
PLANNING and ORGANIZATION: Must be able to work a flexible schedule including some evenings (seldom) with minimal supervision. Must be able to coordinate responsibilities and complete assignments in a timely manner identifying problems and seeking solutions both independently and through teamwork.
OTHER SKILLS and ABILITIES: High degree of computer literacy and detailed knowledge of tax software and computer software applications: Microsoft Word, Excel, Access, related Windows applications.
STRONG ORAL and WRITTEN COMMUNICATIONS: Must have strong oral and written communication skills and the person must be able to work independently, and is detail-oriented and demonstrates initiative. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
Ability to work with a wide range of people and groups.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
CLOSING DATE: When filled
DO NOT CONTACT OFFICE or DELIVER RESUMES or FAX RESUMES
JCVision and Associates, Inc. is an Equal Opportunity/Affirmative Action Employer.
Women, minorities, and persons with disabilities are encouraged to apply.