Financial Empowerment Specialist

2 weeks ago


Lynn, Massachusetts, United States LEO Inc Full time
Job Title: Financial Empowerment Specialist

LEO Inc is seeking a highly motivated and detail-oriented Financial Empowerment Specialist to join our team. As a key member of our Community Services department, you will play a vital role in providing free financial coaching, education, and tax preparation services to low and moderate income households in our service area.

Key Responsibilities:
  • Income Tax Assistance:
    • Coordinate with the IRS and state-wide community action agency association program lead on all aspects of VITA program requirements, compliance, and e-file administration.
    • Act as the e-file administrator, file tax returns with the IRS within required timeframes, resolve rejected returns in a timely manner, and conduct a quality review on returns prepared by volunteer tax preparers.
    • Maintain volunteer records and ensure volunteers are trained and complete the required certification to accurately file tax returns.
    • Oversee tax appointment screenings and services, provide tax site administration, and ensure IRS Code of Conduct and Confidentiality Regulations are practiced.
    • Monitor data and report deadlines, and follow up with relevant parties to ensure compliance.
    • Assist with outreach and marketing activities to raise awareness about the program and identify eligible community residents.
  • Financial Empowerment:
    • Provide financial education in a group and/or individual setting using both in-person and virtual platforms.
    • Provide case management to clients on a regular basis or as needed, including developing individual financial goals and assisting with specific issues regarding financial/credit management.
    • Provide information and assist in applying to agency and community services as needed.
    • Perform intake and data collection as per all funding source requirements.
    • Review, analyze, and translate client credit reports.
  • General Duties:
    • Present a professional and positive image as a representative of LEO Inc to clients and visitors.
    • Complete all required tasks when remote work is available.
    • Represent agency programs at outreach events as needed.
    • Occasionally travel to and perform work off-site.
    • Assume other duties as assigned, including filing, processing mail, and answering phones.
    Requirements:
    • Bachelor's Degree and 2 years of relevant experience. Additional experience in lieu of education to be considered.
    • Experience and/or knowledge of financial education principles, tax preparation, and/or IRS tax regulations preferred.
    • Required to pass online IRS certifications in Basic, Advanced, and Health Savings Account within 90 days of hire.
    • Ability to take part in certification programs that include Financial Social Work and Credit Counseling.
    • Strong organizational and computer skills, including Microsoft Office, and ability to learn additional agency systems.
    • Excellent customer service with a confident and compassionate attitude.
    • Ability to ensure consistent and accurate data entry and application review, with a strong attention to detail.
    • Interpersonal skills and ability to relate and communicate effectively with diverse groups of individuals and stakeholders.
    • Bilingual preferred (Spanish).


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