Location: Piketon,OH, USA
The Tax Coordinator is responsible for overseeing Volunteer Income Tax Program (VITA) and Financial Literacy Program under the direction of the OMJ & BRN Supervisor. The Volunteer Income Tax Program (VITA) and Financial Literacy Program are dedicated to assisting individuals with free income tax preparation service and other support services to assist them in gaining
financial independence.
Duties and Program Delivery
Estimated Effort: 90 %
Responsibilities, Deliverables, Outcomes and Expectations
* Assist in the planning, scheduling, and implementation of income tax preparation services at assigned income tax
preparation work sites and ensure sites run smoothly.
* Responsible for meeting, greeting, and assisting with the needs of the customers in a courteous and professional manner
to provide appropriate tax and financial literacy services via the FREE Tax Preparation Program
* Complete and pass all IRS-required income tax certification training each year prior to the tax season.
* Assists in the recruitment of Tax Assistants and Tax Volunteers under the direction of the BRN & OMJ Supervisor.
* Provides tax training/study group for new and returning Tax Assistants and Volunteers.
* Responsible for outreach informing the public of the services offered by the Program.
* Keeps up-to-date on the constant changes in the tax law that impact the program and income l tax returns.
* Serves as an Income Tax Intake, Preparer, Reviewer, and VITA Site Coordinator.
* Ensures that all income tax returns filed meet the highest standards of quality and accuracy.
* Tracks client information and program data using the online tax software and client check-in spreadsheet
* Organize and hold Financial Literacy Workshops on a regular basis.
* Maintain monthly tax reports.
* Assists in the OMJ Career Center as needed including coverage of the Career Center as needed.
Service and Other Responsibilities
Estimated Effort: 10 %
Responsibilities, Deliverables, Outcomes and Expectations
* Must be able to research and resolve income tax-related questions within the Tax Program scope.
* Serves as part of a CAC committee and collaborates to promote program activities, service coordination, and continuous improvement measures.
* Serves as a representative of the Workforce & Business Development Program on assigned committees and outside
boards and associations as deemed appropriate.
* Performs all other duties assigned by his/her supervisor
Education
High School Diploma or equivalent. 9th grade math proficiency as demonstrated by testing.
Job-Related Experience
Knowledge of Microsoft Office Programs especially Excel
People Management Experience
People management Experience is preferred, but not required.
Licenses, Certifications, and Accreditations
VITA Program certifications including Standards of Conduct, VITA Site
Coordinator, Basic, Advanced, and Military prior to tax season.
Must have valid driver's license and be insurable under the agency insurance.
Preferred Qualifications
* Preference given for associate degree in related field.
* Preference given to applicants familiar with MS Office
* Preference given to individuals with prior tax knowledge and/or using online tax software
Working Conditions
Position is in a well-lighted office environment. This position requires occasional local travel for the purpose of engaging with
assigned programs/departments. Occasional evening and weekend travel/work is required. Work is fast paced and involves
multiple, sometimes competing priorities along with the management of complex project details. Can involve moderate-to-high
levels of stress.