Client Facilitator with AARP Tax-Aide

PROGRAMAARP Foundation Tax-Aide provides free personal income tax counseling and tax preparation to middle- and low-income taxpayers, with special attention to those age 50 and older.POSITION SUMMARYThe Client Facilitator(CF) works with the Local Coordinator/Shift Coordinator, performs check-in duties, provides an important first contact to the AARP Foundation Tax-Aide program for taxpayers and manages taxpayers’ initial activities.RESPONSIBILITIES OF POSITIONWelcome taxpayers and ensure they are helped in an appropriate order by a CounselorWelcome taxpayers and ensure they are helped in an appropriate order by a CounselorEnsure that taxpayers have correct forms, documents, and personal identification required to accurately complete their tax returnAssist taxpayers in filling out portions of the Intake Booklet. The Client Facilitator may not address tax questions (unless also certified as a Counselor)Review the taxpayer’s Intake Booklet and alert the LC/SCO when a taxpayer’s return may be outside of AARP Foundation Tax-Aide scopeAssist Counselors and the LC in maintaining an orderly file system of incoming and returning taxpayers and their statusDistribute any appropriate literature to taxpayersMay help make or confirm appointments SKILLS & TRAITSConflict resolution skillsConflict resolution skillsAbility to keep strict confidentialityStrong communication skillsTeam building skillsAbility to work with othersDedication and commitment to Tax-Aide and its missionAbility to respect and work with others without biasService oriented mind setStrong people skills TERM OF SERVICE AND ELIGIBILITYThe CF is appointed for a one-year term, contingent upon satisfactory annual review, and may be reappointed for subsequent one-year terms. Client Facilitators are eligible for other AARP