Exempt, Full-Time VITA Program Assistant
Position with: United Way of Greenville County
Summary of Job: Provide support planning and implementing the operational aspects of the Volunteer Income Tax Assistance Program, which provides free tax assistance to individuals and families with a household income of less than $60,000 a year. This position also provides support to VITA Coalition Partners, VITA Site Coordinators, VITA Volunteers, AmeriCorps members, and United Way staff to ensure effective and efficient program operations, as well as IRS compliance for all aspects of the program.
Reporting Relationships: Employee reports to the Financial Education and Outreach Specialist.
Other Key Relationships:
- -External: AmeriCorps Members, community volunteers, grant makers, community partners.
- -Internal: Vice President for Strategy and Investment, Director of Impact Innovation, Volunteer Income Tax Assistant Program Manager, Community Impact Staff, and Finance & Operations staff.
Essential Job Functions: Through employee’s own efforts, UWGC’s VITA Program Assistant will be responsible for:
- Administrative support, including preparation of annual calendar and agenda content, development of site and volunteer schedules, event coordination.
- Collaborate with UWGC Marketing department to develop marketing, outreach, and communications about the VITA program.
- Assist in the development and implementation of volunteer recruitment strategies.
- Develop and conduct training curriculum for volunteer tax preparers, site coordinators, and greeters.
- Provide support to volunteers, AmeriCorps Members, community partners, taxpayers as necessary.
- System administration, including tax preparation software, Apricot, Volunteer scheduling and resource software, appointment software, and e-services.
- Troubleshoot technology concerns and issues.
- Coordinate VITA site establishment and close out policies and procedures including communicating site information to 2-1-1, inventory and maintenance of site supplies and technology, and other required materials.
- Ensure all sites have required IRS documentation and materials to ensure quality compliance.
- Conduct VITA Site Visits to ensure all quality IRS Quality site requirements are in compliance with site operating procedures and guidelines.
- Ability to travel to Coalition counties to assist them as it relates to the VITA program.
Additional Job Functions: Although not Essential Job Functions, employee may also be responsible for the following:
- Provide administrative support to Vice President of Community Investment.
- Collaborate with other United Way departments to support and facilitate a positive cross-functional working relationship.
- Perform other duties as assigned.
Competencies: To perform essential job functions, the employee should demonstrate the following competencies:
• Communication – Speaks clearly; writes effectively and persuasively; listens to executives, co-workers, employees, and outside advisors in order to share information and ideas accurately; demonstrates effective group presentation and meeting skills. Responds appropriately and timely to requests for information and demonstrates sense of urgency.
• Ability to Multi-Task – The ability to handle multiple tasks and assignments; prioritize appropriately and react as situations arise and/or change; reports in a timely manner any barriers to task completion leaving ample opportunities for supervisor to adjust deadlines.
• Results-Oriented Thinking and Behavior – A genuine concern for effectiveness. Possesses the desire to get the job done with excellence; focused on getting the best results; and taking proactive steps to manage and/or improve all work tasks and operations.
• Planning and Organizing/Time Management – Plans and prioritizes work activities, uses time efficiently and develops realistic action plans; establishes and adheres to deadlines.
Required Minimum Education and Experience:
• Bachelor’s degree in a related field or two years of professional experience related to volunteer management, customer service, and/or tax preparation.
• Experience with facilitating, public speaking, and training.
• Knowledge and use of current Microsoft Office and its applications.
• Valid driver’s license.
• Reliable transportation and cell phone
• Flexible availability during Tax Season (January–April), which will include various nights and weekends.
• Compliant and up to date with Federal Tax Return filings
General Physical Requirements:
• Sedentary Work: Employee is required to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally and all other sedentary criteria are met.
• Physical Activities:
o Manual dexterity: Picking, pinching, typing, or otherwise working primarily with fingers rather than with the whole hand or arm as in handling.
o Talking: Expressing or exchanging ideas by means of the spoken word. Activities must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
o Hearing: Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication and make fine discriminations in sound.
• Visual Acuity: Employee is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or expansive reading.
• Working Conditions: Employee is subject to both inside and outside environmental conditions.