Financial Services Specialist

Financial Services Specialist

GoodwillSR Newnan GA

Make a Difference One Tax Return at a Time.

As a Financial Services Specialist youll play a key role in making tax season less stressful and more empowering for our clients. Working closely with the Financial Services Coordinator youll support year-round tax prep oversee volunteer engagement and bring financial education to life across our community.

Your responsibilities will include:

• Developing and delivering training for volunteers and seasonal staff using IRS-issued guidelines and curriculum tailored for VITA certification.
• Becoming certified in IRS tax law at multiple levels and for all allowable tax years.
• Preparing and e-filing tax returns year-round; updating case management HUB and IRS systems with accurate client data.
• Troubleshooting rejected returns: contacting clients resolving issues and reporting outcomes to help us track impact across the territory.
• Acting as the primary resource for tax-related questions at your location and its associated drop-off sites.
• Supporting virtual filing options through partnerships with local organizations including coordinating drop-off and Assistor locations.
• Recruiting and training volunteers from the community schools and local businesses; scheduling supervising and tracking their hours and performance.
• Facilitating financial wellness workshops coordinating guest speakers preparing training environments and assisting clients in-person and virtually.

What Were Looking For:

• Bachelors degree (or equivalent experience)
• At least 2 years of accounting or tax-related experience
• Solid understanding of tax law and willingness to complete IRS certification
• Proficient in Microsoft Office; familiarity with TaxSlayer is a plus
• Strong interpersonal training and communication skills
• Detail-oriented with a passion for serving the community

At Goodwill Southern Rivers we believe in honesty integrity respect excellence and serviceand we live these values every day. When you work with us you become part of a mission that truly matters.

We offer:

• Competitive hourly pay
• Dental and vision insurance
• Generous paid time off (PTO)
• 401(k) with company match
• Telehealth options

Required Experience:

Unclear Seniority