What are the responsibilities and job description for the Tax Site Coordinator position at Congreso De Latinos Uni?
THIS IS POSITION IS ELIGIBLE FOR A $500.00 SIGN ON BONUS!
Position Summary
The Tax Site Coordinator is a part-time, seasonal role (October - April), dedicated to ensuring that our staff and trained volunteers are providing excellent tax preparation services to our community. The Tax Site Coordinator is responsible for training volunteers prior to the tax season (between October-December), managing operations for the tax site, and ensuring quality tax preparation for clients during the tax season.
This position reports to the Tax & Benefits Manager. This is an on-site position, with onsite work conducted at Congreso’s main office and occasionally in the community. This position requires working hours on Saturdays and weekday evenings during the Tax Season (January through April).
The Tax Site Coordinator applies the principles of the organization’s signature service delivery approach, Primary Client Model (PCM™), by promoting a positive employee/client-focused experience that is appreciative of the unique strengths, values and needs that each individual brings; and by using data to inform and drive decision making. Attention is given to compliance, quality assurance, and best practices as they relate to the role.
Congreso is committed to attracting and retaining candidates who have a passion for their work and will serve as ambassadors of the agency’s mission, values, and DEI&B vision. We encourage all qualified individuals, including those of diverse backgrounds, differently abled, LGBTQ , and women to apply. Congreso is an Equal Opportunity Employer.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions listed below.
- Represents Congreso’s mission, values, and commitment to diversity, equity, inclusion, and belonging and will be an ambassador of our work.
- Prepares simple to complex tax returns during the tax season, using the Taxslayer software.
- Assists volunteers with preparing tax returns and provides quality assurance.
- Interviews clients to obtain additional information on taxable income, deductible expenses and allowances.
- Uses all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Has an understanding of IRS regulations and policies that pertain to individual tax returns.
- Conducts Quality Reviews of tax returns prepared by volunteers.
- Manages the client flow during the site hours to ensure smooth operations.
- Facilitates VITA trainings for volunteers.
- Oversees and supports all program operations, including but not limited to, program and volunteer management, compliance, and data tracking/reporting.
Competencies (Knowledge, Skills, and Abilities)
All Staff Competencies
- Basic understanding of Congreso’s mission, values, DEI&B vision, Mission2Impact, Primary Client Model, programs, and services.
- Demonstrates knowledge and understanding of the community needs and demographics.
- Ability to understand, acknowledge, and assess client needs to provide a timely, trauma informed approach in service.
- Ensures the appropriate handling of sensitive information and understanding for issues such as confidentiality, domestic abuse, child abuse, and mandated reporter requirements.
- Adheres to all Congreso, departmental, programmatic, and security policies, procedures, and guidelines.
- Attends all Congreso trainings and in-services as required, including relevant professional groups to maintain professional, requisite knowledge and licensure.
- Attends, participates, and facilitates relevant staff meetings to promote communication and execution of goals.
- Ability to effectively use standard office equipment, including a variety of common software programs such as Office365, UNIDAD, and other customized databases.
- Follows through on assignments, works in a timely manner, within established deadlines, and completes special projects specific to the function of the department, as needed or as directed by supervisor.
- Demonstrates ability to work independently and collaboratively with diverse groups, in a compassionate, courteous, and respectful manner that fosters an inclusive environment.
- Strong written and verbal communication skills including effective and respectful communication with individuals and groups.
- Bilingual (Spanish/English) written and verbal skills is required.
Supervisory Responsibilities:
This position has no supervisory responsibilities but does act as a mentor and consultant for tax site volunteers.
Minimum Experience, Education, and Qualifications
Minimum Education:
HS Diploma required, Associate’s degree preferred.
Minimum Experience:
2-3 years of advanced tax preparation experience required.
Certification/License:
VITA Tax Site Coordinator Certification, to be obtained each year before the tax season begins along with all other required VITA certifications for tax preparation.
Salary : $22 - $26