Website United Way of Central Alabama
Responsible for the development of additional VITA sites and the recruitment and retention of volunteers. Provides direct tax assistance and oversight to volunteers during tax season.
Responsibilities
Coordinate with the CI Volunteer & Project Coordinator, the recruitment of VITA volunteers
Identify new tax site partners/locations and work with management to formalize location. Provide ongoing training and support.
Provide oversight to tax volunteers and offsite locations on an ongoing basis.
Responsible for maintaining the INVOLVE volunteer engagement platform as it relates to VITA and ensuring volunteer hours are captured for reporting purposes
Complete annual IRS Certifications at the Advanced Level, and all other required Site Coordinator training, as well as other training as identified to strengthen depth of tax law knowledge.
Supervise work of volunteer tax preparers to ensure accuracy of return preparation and adherence to IRS Quality Site Requirements, certification levels, and all federal, state, and/or local policies and funder regulations. Mentor volunteers to develop their capacity, including responding to questions about processes, software, tax law or logistics, and ensure that volunteers sign in and out to document their time contributed.
Assist with the coordination of volunteer scheduling
Provide support to VITA Program Director during training sessions
Provide support to volunteers preparing returns and assist with tax return preparation and quality review as required to ensure accurate and timely completion.
Ensure that all completed returns to be electronically filed are submitted within 24 hours, preferably at the end of the same day, and monitor to identify returns with error messages to ensure they are resolved appropriately.
Maintain weekly logs of return production for program management and required reporting.
Other duties as assigned
Knowledge & Skills
Knowledge of personal income tax law at state and federal level
Excellent computer skills including Microsoft Office and ability to learn to troubleshoot software issues
Able to work as a team member with volunteers and customers of diverse backgrounds and abilities
Public speaking ability
Education/ Experience
Bachelors degree preferred and/or three+ years professional work experience. Experience training and supervising volunteers, and professional experience with financial skills preferred.
Requirements
Valid Alabama driver’s license
Reliable transportation
Proof of automobile insurance commensurate with State law
Background checks to include but not limited to criminal record, drug screen, and TB test
Normal office environment with occasional overtime and travel throughout the state
Weekend and/or evening work seasonally required.
To apply for this job please visit secure7.saashr.com.