What are the responsibilities and job description for the VITA Taxes Administrative Support position at BILL WILSON CENTER?
Job Details
Description
SUMMARY:
Bill Wilson Center’s HUB is a VITA site that will assist young adults ages 18 – 26th birthday who are current and former foster youth to file their taxes. Clients will be able to get their taxes professionally done and get the support that they need to successfully file their taxes. The position will be located at The HUB in San Jose and will report to the ILP Lead Case Manager and HUB Program Manager.
The schedule is M- F, some Saturdays. The total hours per week will be 25 hours.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Complete and pass the VITA Certification Tests within 60 – 90 days (annual renewal required):
- Volunteer Standards and Conduct
- Intake, Interview, and Quality Review
- Site Coordinator
- Advanced tax preparer list
- Tax support with return completion as needed.
- Support to process amended returns.
- Quality review of tax returns as needed.
- Assist with retention of VITA volunteers.
- Support new and current with volunteers with tax questions.
- Contact clients to schedule virtual/in person appointments.
- Review the tax preparation checklist with clients to ensure that clients are prepared for the appointment.
- Communicate with VITA staff about client needs and scheduling.
- Attend trainings as assigned.
- Attend meetings with VITA staff.
- Create flyers and/or materials needed for social media or outreach to recruit clients.
- Maintain confidentiality of clients at all times.
- Assist staff in organizing client documents and following up with clients to obtain additional documents.
- Regular attendance is a requirement of the position.
- Other duties may be assigned.
Qualifications
QUALIFICATIONS:
High School Diploma required, some college preferred. Tax experience is strongly desired. Strong organizational skills are highly desired. Knowledge/familiarity of Microsoft programs, Canva, Tax Slayer, Google Docs, and Google Drives. Must be punctual, efficient and organized; effective and professional under pressure. Ability to balance excellent client care with meeting deadlines and ensuring positive program goals and outcomes. Experience providing services to clients of various racial, ethnic, socioeconomic backgrounds or sexual identity who are overrepresented in homeless populations as well as working in different cultural environments. An understanding of humility and respect for working with homeless youth and families. Excellent communication skills - must be personable and informative when presenting BWC programs and services. Fingerprint/background check and TB test required.
EEO:
Bill Wilson Center is an Equal Opportunity/Affirmative Action employer.
This position description intends to describe the general nature and level of work being performed by people assigned to this job. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant. Because of a need to remain responsive to the needs of our clients and our Agency’s operations, responsibilities may be modified at any time.
Salary : $24 - $26
