Free Tax Prep Program Coordinator

Post

Reports to:                      Free Tax Prep Program Manager

Department:                   Community Impact

Classification:               Non-Exempt, Full-Time, 10-month Grant-Funded Position (continuation dependent on future funding)

Date:                                November 2020

JOB SUMMARY:

Reporting to the Free Tax Prep Program Manager, the Free Tax Prep Program Coordinator is responsible for assisting the Free Tax Prep Program Manager in maintaining and growing the local coalition of free tax preparation programs providing service under the Volunteer Income Tax Assistance guidelines. This position consistently exercises a high degree of initiative, independent judgment and decision-making in selecting alternatives within established guidelines, policies and procedures.

Responsibilities include:
Partnership and volunteer development, community engagement, and creating, implementing and/or overseeing program logistics, to include the following:

ESSENTIAL FUNCTIONS:

  • Convene with VITA stakeholders to assess program’s historical and recent success, challenges, needs and opportunities, and determine the best strategies for growth and improvement.
  • Develop procedures and systems to ensure the sustainability of the scaled-up VITA program
  • Assist Free Tax Prep Program Manager and Financial Stability Program Officer with program operations and administration
  • Participate actively, collaboratively and positively in the Impact Department
  • Be knowledgeable of UWCCR activities and functions in order to build quality relationships with organizational volunteers, partners and team members
  • Recruit volunteers and manage their timely training/certification ahead of tax filing season
  • Coordinate volunteer participation and logistics during tax filing season
  • Assist with volunteer retention
  • Become certified as a VITA volunteer and site coordinator
  • Update and develop volunteer management reporting system
  • Other duties as assigned

SPECIFIC DUTIES:

  • Maintain relationships with current free tax preparation partners to help implement services for tax season.
  • Develop new site location partnerships
  • Work closely with IRS to secure official status for VITA sites
  • Assist with recruitment of volunteers and manage their timely training/certification ahead of tax filing season
  • Coordinate volunteer participation and logistics during tax filing season
  • Assist with volunteer retention
  • Become certified as a VITA volunteer and site coordinator
  • Support VITA site coordinators as needed
  • Assist with and create sustainable systems for program tracking, reporting and evaluation
  • Support planning and execution of all VITA-related events
  • Perform other project services and duties as assigned

DESIRED EDUCATION AND EXPERIENCE:

  • Bachelor’s degree in social science/community development, or other field related to job duties
  • 2+ years of community program/partnership development experience
  • Understanding of collective/collaborative community impact work
  • Experience recruiting and coordinating volunteers
  • Knowledge of the Volunteer Income Tax Assistance (VITA) program a plus
  • Familiarity with community resources in the Sacramento/Capital Region a plus
  • Bilingual in Spanish, Russian, Hmong, Vietnamese or Cantonese a plus

KNOWLEDGE, SKILLS AND ABILITIES:

  • Excellent communication skills, verbal and written, including the ability to communicate well in a variety of settings with a variety of stakeholders
  • Strong analytical, troubleshooting, and problem-solving abilities
  • Able to react, organize and prioritize within a high pressure, fast-paced environment
  • Outstanding work ethic and willingness to do what it takes to get the job done
  • Ability to work independently with high attention to detail
  • Constant decision making and concentration
  • High level of proficiency in various Microsoft Office applications
  • Ability to maintain a polished professional appearance
  • Ability to maintain a high level of confidentiality
  • Work in an office environment, lift and move objects up to 40 pounds such as large binders, books, boxes, and small office equipment

SPECIAL REQUIREMENTS

  • Possession of an appropriate California operator’s license issued by the State Department of Motor Vehicles, and adequate automobile insurance; possession and maintenance of a good driving record (as evidenced by the absence of multiple or serious traffic violations for at least a two-year duration) that does not contribute to an increase in UWCCR insurance rates.