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About the Role

The Tax Associate is an IRS-certified seasonal tax preparer responsible for interviewing clients and preparing accurate federal, state, and local individual income-tax returns within their certification level and CWF's approved service scope. This role involves reviewing source documents, entering information into tax software, explaining the process, documenting facts, submitting returns for quality review, and correcting errors.

Responsibilities

Conduct taxpayer interviews using the current IRS intake and interview form, source documents, and prior-year information.
Verify identity, filing status, household members, dependency facts, income, expenses, adjustments, deductions, credits, health coverage, banking information, and state or local filing requirements.
Prepare accurate federal, state, and local returns in approved tax software within current certification and CWF service scope.
Reconcile tax documents to software entries, review diagnostics, document material facts or unresolved items, and complete an initial self-review.
Seek guidance when facts are unclear, documents conflict, the taxpayer cannot support a position, or the return is outside program scope.
Submit completed returns and supporting documents for independent review by an authorized Senior Tax Analyst or designated quality reviewer.
Respond professionally to reviewer questions, correct errors completely, update notes, and return corrected work for final approval.
Learn from correction patterns, participate in coaching or refresher training, and apply updated guidance consistently.
Assist with rejected-return or incomplete-return follow-up when assigned and supervised.
Explain the preparation process, ask sensitive questions respectfully, and communicate in clear language.
Review major return results with the taxpayer, confirm banking and contact information, and explain required signatures, copies, records retention, and next steps.
Refer questions involving legal advice, tax controversy, collection, identity theft, out-of-scope matters, or services beyond the Associate's authority to an approved resource.
Provide respectful, patient, confidential, equitable, and culturally responsive service without discrimination or judgment.
Notify the Tax Site Coordinator promptly about complaints, threats, safety issues, suspected coercion, or service barriers.
Follow IRS Volunteer Standards of Conduct, Quality Site Requirements, Intake/Interview and Quality Review procedures, CWF policies, and applicable tax rules.
Prepare returns only under the Associate's own authorized account and never share passwords, identification numbers, credentials, or system access.
Safeguard taxpayer documents and information in physical, electronic, written, and verbal form.
Use only approved systems and communication methods.
Immediately report suspected identity theft, fraud, fabricated documents, unauthorized access, data exposure, conflicts of interest, or misconduct.
Maintain current certification and complete required updates, assessments, coaching, or remediation throughout the assignment.
Maintain an organized workstation, manage assigned work queues, return documents promptly, and update required status or tracking systems.
Coordinate with Intake Specialists, Senior Tax Analysts, interns, volunteers, and site leadership to support efficient client flow and complete handoffs.
Assist with appointment, walk-in, drop-off, virtual, follow-up, scanning, printing, document organization, opening, and closing activities as assigned.
Meet reasonable productivity and timeliness expectations while maintaining accuracy, complete interviews, and quality standards.
Participate in required meetings, training, coaching, performance feedback, and end-of-season closeout.
Perform related seasonal tax-site duties assigned by the Tax Site Coordinator or tax operations leadership.

Requirements

Must be able to obtain Advanced VITA certification.
Ability to obtain and maintain IRS Volunteer Standards of Conduct, Intake/Interview and Quality Review, Basic or Advanced certification appropriate to assignment, and required state, local, or specialty certifications.
Working knowledge of individual income-tax concepts within assigned certification level or demonstrated ability to master required training.
Strong attention to detail, interviewing, problem-solving, organization, customer-service, and communication skills.
Ability to follow written procedures, use reference materials, accept corrective feedback, and work effectively during high-volume periods.
Proficiency with computers, tax preparation software, email, scanners, and office equipment or demonstrated ability to learn quickly.
Maintain taxpayer confidentiality, safeguard personally identifiable information, follow CWF and IRS security requirements, and immediately report suspected privacy or security incidents.
Employment is contingent upon completing required onboarding, training, background or screening requirements, and IRS certifications established for the assignment.

Skills

Tax preparation
Tax law application
Intake information utilization
Source document analysis
Approved reference usage
Tax software operation
Accuracy
Attention to detail
Information entry
Document reconciliation
Self-review
Error correction
Productivity balancing
Quality maintenance
Interviewing
Client service
Respectful questioning
Plain language communication
Patience
Professionalism
Empathy
Cultural responsiveness
Integrity
Confidentiality protection
Authorized access usage
Ethical standards adherence
Fraud reporting
Identity theft reporting
Security incident reporting
Out-of-scope matter reporting
Learning
Teamwork
Feedback acceptance
Coaching application
Certification maintenance
Reliable handoff coordination
Accountable team contribution
Respectful team contribution
Computer proficiency
Tax preparation software proficiency
Email proficiency
Scanner proficiency
Office equipment proficiency
Bilingual or multilingual ability

Location

CWF offices
Tax sites
Partner facilities
Community locations
Approved virtual setting

Work Type

Temporary
Seasonal
Full-time
Part-time
Virtual

Experience Level

Entry level

Education Level

High school diploma or equivalent
College coursework or degree in accounting, finance, business, economics, public administration, or a related field preferred

About the Company

Campaign for Working Families, Inc. (CWF) champions the financial well-being and economic mobility of individuals and families through programs, advocacy, initiatives, and support systems that promote equitable opportunity and financial stability.
CWF believes every individual and family deserves respect, dignity, and access to the tools and information needed to succeed.
CWF advances positive change at the policy and grassroots levels through empathy, data-driven decision-making, and collective action.
Core values: Equity and Inclusion, Family-Centered Approach, Collaboration and Partnerships, Data-Driven Decision-Making, Respect and Dignity.