Assistant Vita Site Coordinator - WORKFORCE DEVELOPMENT

BASIC FUNCTIONS: The Assistant VITA Site Coordinator position is focused on promoting the financial stability of low- to moderate-income families through tax preparation services. The Assistant Coordinator will be responsible for day-to-day VITA Site operations, including: site management, tax preparation and quality review; volunteer recruiting, training, and supervision; program marketing and outreach, and other duties as appropriate.

REPORTS TO: Director, Center for Financial Stability

FLSA: Salaried

HOURS: Full Time and Part Time

Seasonal Position with Potential for Permanent Hire

Some Evening and Saturday Hours Required

POSITION RESPONSIBILITIES:

• Recruit and train volunteer tax preparer and intake screeners.
• Ensure all IRS and regulations and guidelines are adhered to.
• Ensure all IRS Quality Review requirements are completed for all tax returns prepared.
• Provide troubleshooting and other assistance for the TaxSlayer software program.
• Foster a spirit of teamwork among volunteers and staff that allows for appreciation of diversity and working effectively together to enable each employee and the Initiative to succeed.
• Consciously create a workplace culture consistent with the Center’s mission and values.
• Maintain professional and technical knowledge by attending training and webinars and reading professional publications.
• Ensure quality of services provided to clients through: evaluation and improvement of client service process, policies, and systems and effective management of client experience.
• Manage program activities to ensure program goals are met.
• Conduct participant intakes to determine financial stability strengths and barriers, help set financial goals, and develop individualized participant plan to achieve short-term.

QUALIFICATIONS:

• Bachelor’s Degree in Business, Accounting, Social Work, HR preferred. Associate’s Degree or other relevant coursework accepted.
• VITA Site or Tax Office experience preferred.
• Must successfully complete IRS Tax Certification. Training is provided.
• Experience working with low-income individuals/families dealing with multiple barriers to self-sufficiency.
• Ability to work in a multicultural environment. Previous experience working with Latino community a plus.
• Proficient in Microsoft Office: word processing, spreadsheets, and internet.
• Valid Wisconsin Driver’s License.
• Bilingual Spanish/English preferred.

La Casa de Esperanza is an equal opportunities employer.