Job description

DEFINITION AND PURPOSE:

This is a contract position that is temporary and part-time of 15 hours per week, Monday-Friday 9:30am-5pm (hours will vary). Do not apply if your schedule will not allow you to work during these times.

The goal of the VITA Program and Tax Clinic is to help eligible working individuals and families access the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC), as tools for upward mobility. Position involves communicating with the public about the program, marketing the tax clinic services to eligible taxpayers who qualify for the EITC and CTC, collecting data necessary for reporting purposes, reviewing submitted documents for “GetYourRefund” customers (scheduling virtual interviews and responding to portal messages), and ensuring program goals are met. This position will begin mid-January 2023 (date TBD) and will end approximately April 15, 2023.

ORGANIZATIONAL RELATIONSHIP:

Supervised by: Financial Services Assistant Director/ VITA Program Coordinator

Supervises: No one

Coordinates with: TAP Financial Services Component; all TAP programs

RESPONSIBILITIES:

• Ensure the site adheres to IRS VITA quality guidelines and standards;
• Screen taxpayers for eligibility of services;
• Schedule taxpayer appointments;
• Recruit eligible taxpayers to use “GetYourRefund” virtual services and drop-off preparation services;
• Direct taxpayers on how to track refund status;
• Be able to review documents in the “GetYourRefund” portal, schedule virtual interviews and respond to client messages in portal quickly and accurately;
• Promote and increase the number of EITC-eligible and CTC-eligible taxpayers;
• Collect and maintain demographics for reporting purposes of all taxpayers eligible and receiving benefits through social services;
• Help to maintain a healthy and safe environment by sanitizing work stations regularly, and wearing protective gear as required.

ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES:

• Must ensure all rules of VITA program are followed
• Possess a working knowledge of BASIC tax preparation
• Be able to multi-task, work quickly and accurately
• Strong problem-solving, organizational and customer service skills
• Maintain a working knowledge of EITC-eligibility requirements, and EITC income in relation to other low-income programs and services
• Ability to communicate effectively with taxpayers and volunteers
• Ability to interact effectively with persons of different social and cultural backgrounds
• Ability to prepare informative program reports
• Personal computer skills to access “GetYourRefund” portal and type messages

TRAINING, EDUCATION AND EXPERIENCE:

• Tax Law and Preparation knowledge and/or experience
• High School diploma and combination of education and experience working with programs designed to increase self-sufficiency among persons of limited means
• Experience in tax preparation, accounting, human services or a similar field increasing asset development and financial education
• Knowledge and proficiency with using the Internet and ability to utilize IRS online tax preparation system.

§ At TAP, we focus on the Whole Family Approach. Whole Family is a family led strategy to achieve set goals. As an employee you may be required to attend Whole Family training and subject to data entry into the agency’s software as part of the Whole Family approach and serving clients

SPECIAL REQUIREMENTS:

• Must have reliable transportation that ensures arriving to work at the designated time for tax clinic operations.
• TAP participates in the Virginia DMV Driver Alert Program. Employees who operate a TAP vehicle or their personal vehicle to conduct TAP business may be subject to driver record monitoring through the Virginia DMV Driver Alert Program.
• Must be able to complete IRS-required training and “GetYourRefund” system training within two weeks at your own pace.
• Must complete and pass two (2) IRS tests within one week of hire date. The online training is available beginning December 2022.
• Must be able to work in a fast paced environment.
• Physical activity of this position – stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting; use of fingers for – picking, pinching and typing; grasping, feeling, talking, hearing, repetitive motion of the wrists, hands, and/or fingers.
• Physical requirements of this position – sedentary work; exerting 10 to 20 pounds of force occasionally.
• Visual acuity requirements – close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing, viewing a computer terminal; extensive reading; visual acuity to operate motor vehicle and/or heavy equipment; must be able to determine the accuracy, neatness, and thoroughness of the work assigned or to make general observations of facilities or structures.
• Conditions subject to in this position – worker is subject to noise; there is sufficient noise to cause the worker to shout in order to be heard above ambient noise levels.
• Adhere to TAP PPE and safety protocols- TAP is mandated vaccine employer and/or approved exemption required.

This description provides information regarding the essential functions of the designated job, and general nature and level of work associated with the job. It should not be interpreted to describe all the duties that may be required of such employees or be used to limit the nature and extent of assignments such an individual may be given.

Every TAP employee shares in TAP’s responsibility to “Mobilize Community Resources” in support of TAP’s anti-poverty efforts.

We only hire individuals legally eligible for employment in the United States.

Equal Opportunity Employer/Drug Free Workplace

Bilinguals Encouraged to Apply

Job Types: Part-time, Contract, Temporary

Pay: $15.00 per hour

Schedule:

• Monday to Friday

Work Location: One location

colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.