Job description

SUMMARY

The purpose of this position is to provide Tulare County residents tax assistance in the form of tax preparation for both Federal and State tax returns. (Must pass the Advance Level and Site Coordinator Certification through the IRS) and have two-or-more years related experience in tax preparation and/or VITA program. Excellent customer service practices and be able to work in a team environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Administer the TaxSlayer Online system to prepare, electronically file, and monitor tax returns.
• Represent CSET at any meetings throughout Tulare and Kings Counties.
• Compile and maintain program tracking and reports, which demonstrate outcomes of the program.
• Assist in error checking tax returns processed at their site.
• Manage VITA site ensuring that sufficient volunteers are scheduled to work at each site.
• Ensure the site is properly equipped with supplies and equipment to prepare income tax returns.
• Follow up with taxpayers when necessary to complete tax returns or inform them about any difficulties in processing tax returns.
• Respond to specific inquiries regarding the VITA program that clerical staff cannot answer.
• Collect all taxpayer documentation and provide to VITA Program Manager.
• Assists in the development, recommendation and implementation of goals, objectives, policies and procedures related to free income tax preparation services.
• Recruits, screens, trains, manages schedules, and provides incentives for volunteers. Develop trainings for tax preparers and intake staff.
• Meets with volunteers to review quality of tax returns filed and improve the tax preparation process.
• Coordinate with other staff and maintain effective working relationships.
• Trains volunteers and staff about other programs and services available to tax payers to help them achieve financial stability, as well as the terms of those services/programs.
• Develops relationships with other service providers interested in promoting complementary financial assistance programs to VITA clients.
• Assures that program participants’ rights are protected.
• Monitors the day-to-day operations of the program and events, including resolving complaints not requiring the attention of a supervisor and ensuring that programs and events have required materials and supplies.
• Prepares activity and operating reports.
• Ensure the site is adhering to guidelines set by the IRS as a designated VITA site.
• Recommends changes in program objectives, policies and procedures to assure maximum effectiveness and efficiency.
• Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
• Models’ positive behavior.
• Manage one VITA Site every Saturday during tax season, including opening, operating, and closing the site.
• Ensure that sufficient volunteers are scheduled to work at each VITA site every week during tax season.
• Error checks each tax return prior before each taxpayer is provided with a copy of their tax return to be e-filed.
• Respond to specific inquiries regarding the VITA Program that clerical staff cannot answer.

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SUPERVISORY RESPONSIBILITIES* This position reports to the Department Director and will require experience in order to provide training for volunteer tax preparers.

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge of computer usage and applications;
Knowledge of federal state and tax laws.
Ability to review programs effectively and make recommendations as needed.
Ability to learn quickly, meet deadlines, be highly organized and a team player;
Ability to develop and maintain effective working relationships;
Ability to work effectively with minimal supervision;
Ability to communicate effectively in written and oral form.
Excellent communications skills with the ability to effectively teach concepts to volunteers and a variety of groups and cultural populations.
Skills in short-range organizational planning and volunteer management.
Skill in making sound, independent judgments within specific department guidelines and practices.
Excellent writing skills and ability to prepare training presentations for staff and volunteers.
Available to work some Friday nights, and all day Saturday and Sunday
Must be able to pass the Advanced and Site Coordinator Level Certification test provided by the IRS

LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations;
Ability to write reports, business correspondence, and procedure manuals;
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plain and solid geometry and trigonometry;
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists;
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS
Possession of or ability to obtain California driver’s license and proof of auto insurance is required.
Ability to pass the Advance Level and Site Coordinator Certification through the IRS

PHYSICAL DEMANDS**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is typically situated in a standard office environment resulting in little exposure to the weather and requiring no unusual physical abilities. Positions may be required to sit for lengthy periods of time.

WORK ENVIRONMENT**
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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EDUCATION AND/OR EXPERIENCE*
Two-or-more years related experience in tax preparation and/or VITA program.
Must pass/have passed the VITA Advanced Volunteer Tax Preparer Certification or possess/attained a California Tax Education Council (CTEC) certificate within the past 2 years.
Must pass Advanced Volunteer Tax Prepare Certification by the end of December 21, 2022.

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge of computer usage and applications;
Knowledge of federal state and tax laws.
Ability to review programs effectively and make recommendations as needed.
Ability to learn quickly, meet deadlines, be highly organized and a team player;
Ability to develop and maintain effective working relationships;
Ability to work effectively with minimal supervision;
Ability to communicate effectively in written and oral form.
Excellent communications skills with the ability to effectively teach concepts to volunteers and a variety of groups and cultural populations.
Skills in short-range organizational planning and volunteer management.
Skill in making sound, independent judgments within specific department guidelines and practices.
Excellent writing skills and ability to prepare training presentations for staff and volunteers.
Available to work some Friday nights, and all day Saturday and Sunday
Must be able to pass the Advanced and Site Coordinator Level Certification test provided by the IRS

LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations;
Ability to write reports, business correspondence, and procedure manuals;
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plain and solid geometry and trigonometry;
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists;
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS
Possession of or ability to obtain California driver’s license and proof of auto insurance is required.
Ability to pass the Advance Level and Site Coordinator Certification through the IRS

PHYSICAL DEMANDS**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is typically situated in a standard office environment resulting in little exposure to the weather and requiring no unusual physical abilities. Positions may be required to sit for lengthy periods of time.

WORK ENVIRONMENT**
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

*
EDUCATION AND/OR EXPERIENCE*
Two-or-more years related experience in tax preparation and/or VITA program.
Must pass/have passed the VITA Advanced Volunteer Tax Preparer Certification or possess/attained a California Tax Education Council (CTEC) certificate within the past 2 years.
Must pass Advanced Volunteer Tax Prepare Certification by the end of December 21, 2022.
Candidate Screening Process Only complete applicant information will be evaluated by the screening committee as soon as possible after the closing date. Application materials will be evaluated to determine how fully the applicant meets the Desirable Qualifications. This evaluation process will determine which applicants may be invited for an interview. The most successful interviewees will be invited to a second interview. All costs incurred as a result of the application/selection process shall be borne by the applicant. Note: Incomplete applicant information will not be forwarded for consideration in the hiring process. All documents received become the property of CSET and will not be returned. Human Resources will not copy any of the materials submitted for the applicant. Notice to all candidates for employment. The Immigration Reform and Control Act of 1986, Public Law 99-603, requires that employers obtain documentation from every new employee which authorizes that individual to accept employment in this country. This requirement applies to both United States citizens and aliens. Community Service, Employment and Training, Inc. is an equal Employment Opportunity Employer, committed to equal opportunity and treatment in all aspects of it relations with staff members, without regard to race, color, national and ethnic origin, sex, sexual orientation, marital status, religion, age or disability.

Work Hours: Maximum of 40 hours per week

• Site Coordinator will work every Saturday in January to April 15th (depending on IRS timelines) managing VITA site.
• Site Coordinator will work every Saturday in January training tax preparers.
• Site Coordinator will assist in error checking tax returns processed at their VITA site by the close of business the following Monday.
• Site Coordinator may be asked to work weeknights in surrounding cities throughout Tulare County and travel throughout.

Salary Range: $18.38- $25.04 hourly
Deadline: open until filled
Must be able to travel countywide

Job Type: Temporary

Pay: $18.38 - $25.04 per hour

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