VITA Site Coordinator

United Way; Wichita (KS); Vor Ort; USD 21.000 - 30.000; Teilzeit

Zusammenfassung

United Way Worldwide in Wichita, KS is seeking a VITA Site Coordinator for a seasonal, part-time independent contractor role. The position focuses on maintaining an orderly site, managing volunteers, and delivering excellent client service during tax season.

Training will provide VITA certification before Feb 1, 2025. The site adheres to Quality Site Requirements and Title VI to ensure inclusive service delivery.

Qualifikationen

• Willingness to learn electronic tax software.
• Courteous and helpful client/volunteer assistance.
• Strong organizational skills and deadline focus.
• Commitment to excellent customer service and accuracy.
• Ability to work with diverse people.
• Punctual and reliable in a volunteer setting.
• Enjoy teamwork with volunteers and staff.
• Basic computer skills to navigate software and records.
• Basic tax knowledge and VITA certifications are required by Feb 1, 2025.
• VITA Site Coordinator certification required by Feb 1, 2025.

Aufgaben

• Organize waiting areas and workstations for tax preparers with supplies.
• Stock paperwork and forms for each tax appointment.
• Review intake forms and guide clients through the filing process.
• Maintain orderly client files and secure confidential data.
• Communicate supply needs to Program Manager for ordering.
• Ensure site complies with Quality Site Requirements and Title VI.
• Coordinate volunteer schedules and coverage for open days.
• Track volunteer hours and prepare monthly time reports.
• Serve as main contact for clients and respond to questions.
• Distribute updates from IRS to volunteers and clients.

Kenntnisse

Willingness to learn software

Customer service

Organization

Customer service orientation

Cultural sensitivity

Punctuality

Teamwork

Basic computer skills

Tax knowledge

VITA Advanced Certification

Site Coordinator Certification

Jobbeschreibung

SUMMARY

Exciting opportunity for retirees, stay-at-home parents, or anyone looking for a seasonal part-time, flexible job!

The Volunteer Income Tax Assistance (VITA) Site Coordinator is responsible for maintaining an orderly, efficient, and welcoming site; ensuring Quality Requirements are executed; coordinating volunteer schedules; and providing excellent customer service to clients and volunteers. The Volunteer Income Tax Assistance program provides income-limited households with free assistance to file their income tax return.

This is a temporary independent contractor position established for the 2026 tax season, to begin at time of hire and end April 30, with the possibility of some hours through May to accommodate off-season needs. The position has a flexible working schedule, averaging 15-20 hours per week.

RESPONSIBILITIES

Site Management:

• Organize waiting areas and workstations for tax preparers with necessary resources and supplies.
• Ensure that all required paperwork and forms are stocked for each tax appointment.
• Review intake paperwork and discuss it with clients.
• Assist clients through the tax filing process.
• Maintain orderly clients' files and ensure security of confidential paper and electronic files.
• Communicate supply needs to the Program Manager for ordering.
• Ensure the site closely adheres to the Quality Site Requirements.
• Ensure the site adheres to Title VI by not denying service to anyone based on race, color, sex, age, national origin, or disability.

Personnel:

• Communicate with volunteer preparers to ensure appropriate coverage is maintained for each day when the site is open.
• Communicate with volunteers regarding coverage and attendance.
• Track volunteer attendance and hours of service. Prepare monthly volunteer time report for the site to be submitted to the VITA Program Manager.
• Support volunteer appreciation activities.
• (In some cases) supervise administrative staff responsible for greeting clients.

Communication:

• Serve as a main point of contact for clients. Field in-person questions, respond to phone calls, and contact clients when necessary to address problems with returns.
• Serve as a communication liaison regarding the operation of the tax site for colleagues and volunteers.
• Distribute updates and changes from the IRS to volunteers and clients.

QUALIFICATIONS

• A willingness to learn and use electronic tax return software.
• Ability to assist clients and volunteers in a courteous and helpful manner.
• Strong organizational skills with the ability to prioritize multiple responsibilities and meet deadlines.
• Committed to providing excellent customer service, with demonstrated ability to follow instructions and carefully review work for accuracy.
• Ability to work with people from diverse backgrounds.
• Punctual and reliable.
• Enjoy working as a part of a team and with volunteers.
• Basic computer skills.
• Basic tax knowledge (Form 1040, Form 1040A, and Form 1040EZ) and VITA certification at the Advanced level is required before February 1, 2025. Training is provided.
• VITA certification as a Site Coordinator is required before February 1, 2025. Training is provided.

Bilingual candidates encouraged to apply