VITA Support Assistant

Rooftop of Virginia; Galax (VA); On-site; USD 17,000 - 22,000; Full time

Job summary

Rooftop of Virginia is seeking a VITA Support Assistant to help run the tax-prep program and support site operations. You will assist with tax returns, volunteer recruitment, training, and outreach to promote financial stability for low- to moderate-income families.

You will work under the Community & Family Support Manager, coordinate client appointments, and ensure compliance and quality in tax filings while supporting marketing efforts for the program.

Qualifications

• Ability to do math.
• Proficient with computer applications.
• Ability to complete taxes and file reports.
• Willing to complete IRS training.
• Background checks required by the program.
• Valid Virginia Driver’s Licenses may be required.
• Other duties as assigned by COO and CEO.

Responsibilities

• Works with the Community & Family Support Manager to complete activities integral to the VITA program.
• Assists in training and overseeing VITA volunteers.
• Sets client appointments and related service schedules.
• Completes tax returns.
• Helps recruit and supervise volunteers.
• Helps market the program.
• Reviews each tax return for errors and compliance in all forms and required attachments or documentations.
• Completes other duties as assigned.

Skills

Math

Computer proficiency

Tax preparation

IRS training

Background checks

Driver’s license

Tools

Microsoft Office

Job description

ROOFTOP OF VIRGINIA, INC. JOB DESCRIPTION POSITION: VITA Support Assistant DEPARTMENT: Taxes DURATION: Seasonal PAY GRADE: A2 Non-Exempt SUPERVISED BY: Community & Family Support Manager SUPERVISES: No one

I. OBJECTIVE

The VITA Support Assistant position is focused on promoting the financial stability of low- to moderate-income families through tax preparation services. The Support Assistant will be responsible to help with day-to-day VITA Site operations, including: tax preparation and quality review; volunteer recruiting, training, and supervision; program marketing and outreach, and other duties as appropriate Works toward ROMA goals. Attendance is mandatory job function.

II. RESPONSIBILITIES & DUTIES

A. Works with the Community & Family Support Manager to complete activities integral to the VITA program.

• Assists in training and overseeing VITA volunteers.
• Sets client appointments and related service schedules.
• Completes tax returns.
• Helps recruit and supervise volunteers.
• Helps market the program.
• Reviews each tax return for errors and compliance in all forms and required attachments or documentations, and
• Completes other duties as assigned.

B. Submits all VITA information to Community & Family Support Manger to enter into Empower.

III. QUALIFICATIONS

• Ability to do math.
• Must be proficient on computer applications.
• Must be able to complete taxes and file reports.
• Must be willing to complete all required IRS training.
• Comply with all background checks required by the program.
• Valid Virginia Driver’s Licenses may be required
• Any and all other duties as required by the COO and CEO.

IV. UNVERISAL STANDARDS

A. Communication

• Ability to communicate (in-person and electronically) with staff, superiors, community officials, families effectively and appropriately.

B. Cultural Competence and Ethics

• Positive, caring and supportive attitude characterized by understanding and non-judgmental commitment to participant families, coworkers, superiors, and all other persons with whom interaction occurs.
• Comply with all Standards of Conduct and Confidentiality Policies as these are considered of the utmost importance in working with community residents.

Approved by the Board of Directors: 5/22/2023

C. Organization

• Ability to manage time, energy and workspace well in order to accomplish all assigned tasks successfully.

D. Reporting

• Ability to complete weekly, monthly, quarterly, and yearly reports as needed.

E. Health and Safety

• Ability to squat, sit, stand, walk, bend, stoop, reach, hear, see, speak, and lift and/or carry at least 25 lbs.
• Knowingness of possibility to exposure of communicable diseases

F. Technology

• Microsoft Office (Word, Excel, etc.) proficient.
• Willingness to train in program and agency data management systems.

G. Professionalism

• Ability to casually present oneself.
• Accountability – Timely, Attendance
• Team Oriented
• Possess problem solving skills.
• Continue to expand knowledge by attending trainings, etc. (16 hours annually)

* Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, activities, assigned location, and hours of work, may change at any time with or without notice.

Signature: ___________________________________________ Date: ______________________________________

AN EQUAL OPPORTUNITY EMPLOYE