Financial Services Specialist

Goodwill Industries of the Southern Rivers; Columbus (GA); On-site; USD 40,000 - 55,000; Full time

Job summary

Goodwill Industries of the Southern Rivers is seeking a Financial Services Specialist to support tax preparation and volunteer engagement. This role involves training volunteers, preparing tax returns, and facilitating financial wellness workshops, contributing to the community's financial education. Ideal candidates will have a Bachelor's degree, relevant experience, and strong interpersonal skills.

Benefits

Competitive hourly pay

Dental and vision insurance

Generous paid time off (PTO)

401(k) with company match

Telehealth options

Qualifications

• At least 2 years of accounting or tax-related experience.
• Solid understanding of tax law and willingness to complete IRS certification.

Responsibilities

• Developing and delivering training for volunteers and seasonal staff.
• Preparing and e-filing tax returns year-round.
• Recruiting and training volunteers from the community.

Skills

Interpersonal skills

Training skills

Communication skills

Detail-oriented

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

TaxSlayer

Job description

Join to apply for the Financial Services Specialist role at Goodwill Industries of the Southern Rivers.

21 hours ago Be among the first 25 applicants

Join to apply for the Financial Services Specialist role at Goodwill Industries of the Southern Rivers.

GoodwillSR – Columbus, GA

Make a Difference — One Tax Return at a Time.

As a Financial Services Specialist, you’ll play a key role in making tax season less stressful and more empowering for our clients. Working closely with the Financial Services Coordinator, you’ll 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 We’re Looking For

• Bachelor’s 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 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 service—and 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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Non-profit Organizations