Economic Services Specialist

Thrive Virginia; Virginia; Sur place; USD 19 000 - 25 000; Temps partiel

Résumé du poste

Thrive Virginia is seeking a part-time VITA Program Assistant to support the operation of the program delivering free tax preparation services in Hanover County. The role involves client intake, appointment scheduling, data entry, reporting, volunteer support, and community outreach while maintaining confidential records and delivering friendly service.

Responsibilities include assisting with eligibility explanations, completing required training, and helping hold outreach events to connect

Qualifications

• Bachelor's degree required or equivalent.
• Successful completion of VITA training.
• Experience with VITA or tax preparation preferred.
• Experience in nonprofit or community services preferred.
• Bilingual skills are a plus.

Responsabilités

• Complete IRS VITA/TCE Certification Class and required training.
• Assist with client intake, registration, appointment scheduling, and day-to-day program operations.
• Assist taxpayers with understanding VITA eligibility requirements and documentation.
• Maintain accurate and confidential client records.
• Assist with data entry and program reporting.
• Provide professional, courteous, welcoming customer service.
• Conduct outreach activities in Hanover County to promote VITA services.
• Communicate program information to clients and community partners.
• Help identify barriers that may prevent access to services.
• Provide information about other available community resources and referrals.
• Assist with distributing program materials and supporting outreach efforts.

Connaissances

Communication skills

Customer service

Data entry

Teamwork

Confidentiality

Microsoft Office

Formation

Bachelor's degree (related field)

Outils

Microsoft Office

Description du poste

Summary: The VITA Program Assistant supports the operation of Thrive Virginia's Volunteer Income Tax Assistance (VITA) program by helping deliver free tax preparation services to eligible individuals and families. This role assists with client intake, registration, appointment scheduling, daily program operations, data entry, reporting, volunteer support, and community outreach. The position also helps clients understand VITA eligibility and required documentation, maintains accurate and confidential client records, and provides welcoming, professional customer service. This is a temporary, part-time (13 hours per week), non-exempt position.

Essential Functions:

• Successfully complete the IRS VITA/TCE Certification Class and required VITA training.
• Assist with client intake, registration, appointment scheduling, and day-to-day program operations.
• Assist taxpayers with understanding VITA eligibility requirements and required documentation.
• Maintain accurate and confidential client records.
• Assist with data entry and program reporting.
• Provide professional, courteous, and welcoming customer service.
• Conduct outreach activities in Hanover County to promote VITA services and increase awareness among eligible individuals and families.
• Communicate program information to clients and community partners.
• Help identify and address barriers that may prevent eligible individuals and families from accessing free tax preparation assistance.
• Provide information about other available community resources and make referrals as appropriate.
• Assist with distributing program materials and supporting community outreach efforts.

Knowledge and skills:

• Strong communication and customer service skills, with the ability to interact professionally and respectfully with the public.
• Good organizational and time management skills, including the ability to manage appointments, records, and program tasks accurately.
• Ability to maintain confidentiality when handling client information and program records.
• Experience with Microsoft Office and data entry.
• Ability to work independently and as part of a team in a service-focused environment.
• Dependable, professional, and comfortable working directly with the public.
• Patient, compassionate, and detail-oriented when assisting clients and supporting program operations.
• Commitment to serving individuals and families with limited or moderate incomes.
• Interest in building a long-term career in community services.
• Willingness to learn, complete required training, and pursue program certification.

Education and experience requirements:

• Bachelor's degree with coursework in social work, human services, accounting, or a related field.
• Ability to successfully complete required VITA training and the IRS VITA/TCE Certification Class.
• Experience with VITA or tax preparation is preferred.
• Experience in nonprofit organizations, community services, or social services is preferred.
• Experience working with low- to moderate-income individuals and families is preferred.
• Knowledge of local community resources is preferred.
• Bilingual skills are a plus.

Special Requirements

• Valid driver’s license in the Commonwealth of Virginia.
• Access to reliable transportation.
• Must pass state and federal background checks.
• Some evening or weekend availability may be required for outreach events.

Physical Demands:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Disclaimer

Thrive Virginia reserves the right to amend this job description at any time. Thrive Virginia is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected characteristic. Thrive Virginia is committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their job. The above information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Thrive Virginia is a drug-free and smoke-free workplace.