East Bay Asian Local Development Corporation (EBALDC) · 1 month ago
VITA Site Coordinator - Part Time (Volunteer Income Tax Assistance)
Oakland, CA
Full-time, Part-time
Onsite
Entry Level
$26/hr - $30/hr
2+ years expEast Bay Asian Local Development Corporation (EBALDC) has been developing asset building programs for nearly 20 years, including the IRS-supported Volunteer Income Tax Assistance (VITA) services. The VITA Site Coordinator will lead the VITA program, managing volunteers, overseeing tax operations, and ensuring compliance with documentation and reporting standards.
Non ProfitProperty DevelopmentProperty Management
Responsibilities
Manage Daily Site Operations Oversee tax preparation by volunteers, ensuring all tax preparers maintain certification, provide good customer service, and maintain a friendly atmosphere
Manage day-to-day VITA site, ensure site is open as scheduled, is adequately staffed, and room is set up
Ensure that equipment such as laptops and tax files are secured at all times
Ensure that site is following appropriate policies and procedures for confidentiality, data releases and data security
Provide Tax Assistance and Ensure Quality Services Assist clients and volunteers with tax returns. Ensure tax returns are accurate via the quality review process
Act as the e-file administrator. Review tax returns to be e-filed to ensure quality and completeness and file within 48 hours of preparation. Call taxpayers to verify information as needed
Maintain hard copy files accurately for accepted returns, rejected returns and paper returns. Review rejected returns and informs the related tax filer within 24 hours. Provide the tax filer with assistance to fix the problem and resubmit the tax return
Provide verbal interpretation in Cantonese, Mandarin and/or Spanish and periodic written translation as needed
Manage Volunteers Ensure that volunteers are following policy, procedures and providing good customer service
Coordinate with volunteers to adequately staff tax site, including consideration for translation needs, intake and administrative needs, and tax certification needs
Ensure that volunteers encourage VITA clients to save their refunds as part of our Savings Initiative, and connect VITA clients to SparkPoint Oakland financial coaching
Program Planning, Evaluation, and Reporting• • Accurately and efficiently enter data into various online customer tracking systems
Provide accurate and timely reporting on customer status using digital and paper case files, following standards based on IRS document and privacy standards
Complete monthly, quarterly, and annual reports in a timely manner as requested, including program reports, client surveys, client success stories, event summaries, and program photos
Time Management• • Report to work as scheduled, and follows call-in and approval procedures for time off
Organize and prioritize work effectively
Participate in training and development programs to improve personal skills/knowledge
Qualification
Required
No experience necessary, can be entry-level. If experienced in this field of work, would prefer two years of experience in financial services, program coordination role, or former volunteer tax assistant
No experience necessary, can be entry-level. If experienced in this field of work, would prefer tax experience and basic knowledge of topics such as taxpayer requirements, filing status, tax credits, deductions and general tax assistance issues
Ability to manage and coordinate a group of volunteers from diverse backgrounds
Proficiency in working in diverse, low-income communities with cultural competency and sensitivity required
Demonstrates a positive attitude, respect, strong customer service and rapport with clients and colleagues
Proven ability to handle multiple projects simultaneously while commanding strong attention to details and accuracy
Has at minimum a high school diploma or GED
Computer skills appropriate for setting up workstations on a daily basis, and maintaining site records and troubleshooting software and hardware problems
Must be able to work weekends and evenings from January through May
Continued employment is contingent on receiving a passing score on the IRS Basic Certification and IRS Advanced Certification tests (training provided)
Ability to complete data entry using a computer keyboard for several hours per day
Ability to lift/move up to 15 lbs
Ability to navigate the VITA site throughout operating hours, which may require walking and standing for long periods of time
Ability to work in an environment characterized by moderate to high noise levels due to multiple conversations occurring in an enclosed area
Ability to communicate effectively with VITA Volunteers, clients and EBALDC staff in this environment
Preferred
Past experience leading groups or coordinating events preferred
Fluency in Cantonese, Mandarin, and/or Spanish speaking, reading, and writing preferred
Benefits
EBALDC pays up to 100% of employee premiums and 60% of dependent premiums for Medical, Dental, Vision, LTD and Life, EAP, Retirement, Paid Time Off, CA Paid Sick Leave, Holidays and Wellness Days off for all eligible employees.
This position qualifies for the federal Public Service Loan Forgiveness (PSLF) program.
Company
East Bay Asian Local Development Corporation (EBALDC)
East Bay Asian Local Development Corporation is a nonprofit community development organization that builds healthy, vibrant and safe neighborhoods in Oakland and the greater East Bay.
51-200 employees
Funding
Current Stage
Growth StageRecent News
San Francisco YIMBY
2024-05-05
Business Journals
2023-02-02
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