VITA Mobile Team Site Coordinator

Job Type

Full-time, Temporary

Description

Work Hours: Varies Workdays: Monday - Friday (weekends/evenings as needed)
Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love.

Summary: The VITA Mobile Team Site Coordinator is responsible for the operation of the free tax return preparation program (VITA) at various mobile sites. This position will work with the VITA Director/Manager and often be the primary staff person on site when mobile sites are open. Is also responsible for becoming IRS certified in federal taxes and have advance knowledge of tax laws.

Position Responsibilities:

• *Provide onsite supervision, support, and guidance to tax preparation volunteers

• *Ensure that adequate volunteer coverage, supplies, forms, and equipment are maintained at the mobile tax site

• *Monitor volunteers to ensure the quality review is being conducted and privacy is maintained

• *Support volunteers by answering questions, solving problems, and correcting errors

• *Work with volunteers and taxpayers to address returns that the IRS filing center has rejected

• *Attends tax preparation training and becomes certified at the Advanced level

• Initiates and completes the Intake/Interview Quality Review form with each assigned taxpayer

• Reviews all tax information for relevance, accuracy, and completion

• Ensures compliance with federal IRS rules and regulations

• Assist with taxpayer requests and inquiries

• Assist in providing a variety of duties involved in supporting the administrative operations of VITA mobile unit

• Must be able to work weekends

• Follow and uphold the Volunteer Standard of Conduct set forth by the IRS

• Must complete all required trainings in a timely manner.

• Must be sensitive to the service population's cultural and socioeconomic characteristics.

• Must adhere to safety training and protocols on a daily basis and taking precautionary measure to ensure the safety and well-being of self and others.

• Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information.

• Adherence to the Code of Conduct and Employment Policy is mandatory.

• Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.

• Other duties as assigned by the Program Director/Manager.

Competency:

Customer Service

Communication

Integrity/Honesty

Interpersonal Awareness

Focus

Requirements

Minimum Qualifications:

• Education
  • High School diploma or GED
• Experience
  • Minimum of 3 years' experience in preparing taxes
  • At least 1 year of experience with computer software and online tax software (i.e., TaxSlayer software preferred)
• License and Credentials
  • Reliable transportation
  • Valid driver's license
  • Valid vehicle insurance
  • Bilingual in English and Spanish preferred

Minimum Knowledge and Skills:

• Minimum of 1-year experience in:
• Customer service
• Computer skills
• Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
• Basic math
• Extensive working knowledge of advanced-level tax law, and IRS guidelines
• Must be detail-oriented, organized, self-motivated, and work well independently and on a team
• Must maintain professionalism in the workplace
• Must have good written and verbal skills
• Must have good critical thinking and problem-solving skills
• Must have a clean driving record

Disclaimer:

This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position .**

Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at www.ccaosa.org . You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.

Salary Description

18.00

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