VITA Program Assistant Coordinator

Description

General Summary:

The VITA Program Coordinator supervises the Site Coordinators, Quality Reviewer and volunteers to successfully execute the VITA Program. This position is allotted 200 hours of limited time employment during the tax season, starting no sooner than December 1st. 

Principal Duties & Responsibilities:

• Provides exceptional clients experience to those we serve. 
• Secondary  point of contact for clients and volunteers to address questions or concerns. 
• Respond to routine telephone and e-mail inquiries and correspondence in a timely manner.
• Ensures clients’ documentation is secured and placed into appropriate files wthin DMS
• Assists in identifying tax site locations and schedule including hours/days of operations. 
• Coordinates and ensures the efficiency of the client scheduling system.
• Manages the distribution, collection, and re-inventory of all VITA equipment and supplies and submits requests for purchases as needed.
• Oversee updates of all software, records, and reports.
• Creates and submits ad hoc reports in a timely manner. 
• Submits accurate data reports, satisfaction surveys, and grant required reports in a timely manner.
• Communicate any revisions or programmatic changes to all relevant parties.
• Supervises all VITA team members, providing training and assistance. 
• Assists Site Coordinators in planning and coordinating VITA clinics and travels to clinic sites. 
• Monitors volunteers’ schedule created by Site Coordinator for appropriate coverage for location and shift.
• Partners with Quality Reviewers to address issues discovered. 
• Coordinates the VITA staff and volunteers’ training and retention plan. 
• Maintains accurate documentation of staff and volunteers’ required certifications.
• Conducts training and study sessions for volunteers and acts as a resource to staff and volunteers.
• Coordinates of end-of-year volunteer recognition event.
• Coordinates the implementation of FEAB service.
• Performs all duties within the framework of our GWSC Core Values.

Requirements

Knowledge, Skills & Abilities Required or Preferred: 

• Business Acumen: Attention to detail with the ability to quickly learn and navigate complex tax laws and utilize technology effectively, coaching others to do the same.
• Customer Focus: Approachable and patient providing consistent positive interaction with all internal and external customers. 
• Accountability: High level of integrity and confidentiality in handling sensitive financial information.
• Drive for Results: Finds solutions, resolves conflict, and proactively solves problems, providing the best possible solution to support the mission and organization. 
• Continuous Improvement: Open minded, with flexibility to improve quality of output. 
• Bilingual preferred, but not required.

Travel Required: Ability to travel up to 50%.

Required education and/or work experience:

• Bachelor’s degree in finance, accounting, or a related field; or mix of equivalent years of related work experience and education. 
• Previous experience with personal income tax preparation strongly preferred.
• Experience coordinating program operations, policies and supervising staff.
• Has attained or is willing to attain the IRS VITA certifications:
• Volunteer Standards of Conduct 
• Intake/Interview/Quality Review
• Basic Tax Law
• Advanced Tax Law 
• Site Coordinator

Description of physical working environment: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Ability to operate a computer and other office equipment in an office environment.
• Occasionally lift or move up to 20 pounds. 

Other duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Equal Employment Opportunity Employer:

Goodwill of South Central of Wisconsin provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.