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Interfaith Community Services · 2 days ago

VITA Assistant

Escondido, CA

Full-time

Onsite

Entry Level

$21.81/hr - $24.23/hr

1+ years exp

Interfaith Community Services is a nonprofit organization dedicated to empowering individuals and families in need by providing essential resources and services. The VITA Assistant role involves overseeing Volunteer Income Tax Assistance (VITA) sites, ensuring timely completion and filing of tax returns, and supporting the overall mission of the organization.

Non ProfitSocial

Responsibilities

Oversees the daily operations of the site locations (Oceanside, Vista, Carlsbad, and Poway) and will support at the Escondido office

Reports back to the supervisor on VITA volunteer progress and performance

Adheres to all Quality Site Requirements as shown in IRS publication 1084

Ensures client files are secured, up-to-date, and complete

Assigns a secondary VITA volunteer to quality review tax return; conducts a quality review after the secondary review

Submits all tax returns to the IRS in a timely manner in accordance with IRS VITA standards

Reviews, corrects and resends rejected tax files and pending tax files on a daily basis

Ensures tax returns outside the scope of the VITA program are referred to a paid preparer

Ensures all tax clients complete necessary documents and this information is entered into the designated database system

Complete client exit interviews

All other relevant duties as assigned by the supervisor

Qualification

Advanced Tax CertificationVITA work experienceIRS tax lawsMS Office proficiencyBilingual (Spanish/English)Professional boundariesMultitaskingTeam collaborationEffective communicationConfidentialityProblem-solving

Required

High school diploma or equivalent, required

Bilingual (Spanish/English), required

Must hold a valid Advanced Tax Certification within 30 days of hire (per IRS Link and Learn and this training will be provided upon hire)

Ability to establish and maintain professional boundaries with clients

Knowledge of VITA program and familiarity with IRS tax laws and regulations

Demonstrated experience managing multiple deadlines and working effectively under pressure, using independent judgment to produce quality work under time constraints

Demonstrates experience working with a collaborative team

Working Knowledge of MS Office (Word, Excel, and Outlook)

Ability to communicate effectively among a diverse workforce population and maintain sound working relations with all levels within the organization

Work with the spirit of enthusiasm, teamwork, cooperation and a sense of urgency

Maintain a high degree of confidentiality over all matters in the course of business operations, including client and employee information

Ability to multitask in an efficient, thorough, and prioritized manner

Ability to work quickly, accurately and independently

Ability to prioritize work and solve problems