Volunteer Income Tax Assistance (VITA) Program Assistant

Volunteer Income Tax Assistance (VITA) Program Assistant North Texas Area United Way - 3.0 Wichita Falls, TX Job Details Full-time $15 - $18 an hour 1 day ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Qualifications Microsoft Word Computer operation Spanish Google Docs English Driver's License Tax preparation software Full Job Description North Texas Area United Way

JOB DESCRIPTION

Title:

VITA Assistant Grant Funded Position :

Yes Reports to : VITA Coordinator Full-time/Temporary

GENERAL SUMMARY

The Volunteer Income Tax Assistance (VITA) Assistant position is a grant funded, full-time position. The assistant must complete all

IRS VITA

certification tests at the advanced level to include health saving accounts. He or she will be responsible for troubleshooting minor technical issues, answering clients and volunteers' tax questions,and maintainingthe VITA tax sites. The VITA Assistant must have strong organizational and interpersonal skills, be comfortable with a wide range of people, have a strong commitment to our anti-poverty mission, and be a dependable, hard worker with the ability to take initiative and work with minimal supervision. This position is 40 hours per week during tax season and will require some evenings and Saturdays. After tax season, the position is 37.5 hours per week Monday through Friday.

ESSENTIAL JOB FUNCTIONS

• Oversee all aspects of the tax process, including intake, preparation, review and daily e-filing.
• Ensure that all persons working at the VITA site have completed the required certification.
• Manage VITA Site operations, including overseeing the implementation of policies and procedures which ensure delivery of high-quality service to all clients.
• Supervise and support volunteers in achieving program goals and completing all contractual obligations.
• Assist in report compilation, maintain social media accounts, marketing, and volunteer management.
• Maintain site records and troubleshoot problems with tax preparer's computer and software.
• Ensure that the VITA sites follow the IRS Quality Site Requirements as detailed in IRS Pub 5156.
• Perform all other related duties and responsibilities that will ensure the safe and efficient operation of the VITA sites.
• Create a positive experience for taxpayers and provide the best possible tax return for clients within IRS guidelines.
• Attend all training required by the program contract.
• Support the director in daily duties.
• Promote the North Texas Area United Way's mission and purpose.
• Other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Basic tax knowledge (Form 1040, 1040A and 1040EZ) is helpful, but not required.
• Experience in a tax office environment (preparing tax returns for a variety of clients) is helpful but not required
• Maintain quality site environment. Resolve problems keeping in mind clients are the top priority. The VITA Assistant also ensures all services rendered to clients are performed in an atmosphere of respect as our mission dictates.
• Average mastery of computer skills required (navigating Tax Slayer, Google Docs, Internet, using e-mail, Excel and Word).
• Good interpersonal skills and comfort with a wide range of people.
• Take initiative and work with minimal supervision.
• Strong problem solving, organizational, customer service, and leadership skills.
• Bilingual English-Spanish or another language helpful, but not required.
• Manage outcomes and performance in a changing and expanding work environment.
• Learn and effectively apply organizational policies, procedures, rules, regulations and practices pertaining to all aspects of the job.
• Effective communicator, both orally and in writing.
• Demonstrated experience, understanding, knowledge of the VITA program and tax law.
• Ability to inspire, educate and motivate, volunteers and others.
• Maintain confidentiality.
• Reliable transportation, current driver's license and liability insurance as required by the State.
• Able to pass required background checks.

Excellent customer service skills. Complete all IRS training and successfully pass certification test at the Advanced Level and the Health Savings add-on certification.

EDUCATION AND EXPERIENCE

• Associates Degree preferred; However, required experience can substitute for education
• 2 tax seasons of experience preparing tax returns at advanced level (tax office or VITA experience) preferred
• Previous work with low income, diverse populations and college students preferred
• Experience managing teams and acting in leadership roles in the community and/or human services sector preferred.
• Preference for individuals certified to advanced level through

IRS VITA

Link & Learn certification.

PHYSICAL DIMENSIONS

Position consists mostly of sitting for extended periods of time at a desk, working on a computer and answering the telephone. Occasional stooping, lifting, walking or carrying of objects will occur.

Note:

The statements herein are intended to describe the general nature and levels of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel classified. This job description might be revised at any time.

Job Type:

Full-time Pay:

$15.00 - $18.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off

Work Location:

In person