Free Tax Prep Mobile Assistant Site Coordinator

Position Overview

The United Way of the Mid-South (UWMS) is seeking a Mobile Assistant Site Coordinator for a Free Tax Preparation/ VITA (Volunteer Income Tax Assistance) mobile tax site providing free tax preparation at various locations.

Primary Duties And Responsibilities

• Assist in managing a mobile tax site for the tax season, providing Free Tax preparation at various locations.
• Helping to recruit, schedule and manage volunteer tax preparers for the season, ensuring all volunteers have obtained the necessary certifications.
• Conduct Quality Reviews of returns filed by fellow volunteers.
• Aid in site management including, maintaining confidentiality, client services, tax return review and transmission, and volunteer relations.
• Support and guide volunteer staff who prepare electronic tax returns for low and moderate-income taxpayers.
• Collaborate with United Way Agency partners to identify potential clients for tax preparation.
• Assist with tax preparation when necessary.
• Complete the Volunteer Standards of Conduct, Intake/Interview/Quality Review, Site Coordinator, advanced IRS Tax Law, HSA and Military certifications.
• Provide regular reports to UWMS to support IRS reporting requirements.

Qualifications

• A general understanding of income tax law is helpful, paid IRS-sponsored training will be provided.
• Successful completion of the IRS advanced course is required to provide quality control, support, and guidance to volunteers.
• Ability to work well in a fast-paced environment, and display a supportive and professional disposition with diverse populations.
• Experience and comfort serving clients from diverse backgrounds.
• Comfort with technology (computers, software, internet platforms, etc).
• Self-motivated with a high degree of flexibility, creativity, and independence.
• Flexible schedule (some assignments will require weekend/evening work).
• Possess excellent organizational, leadership, and management skills.
• Reliable transportation to drive to the tax site and transport all necessary equipment as needed.
• Flexible schedule (some assignments will require weekend/evening work).

Physical Requirements

• This position requires the employee to be able to lift 30 pounds.
• The employee is regularly required to stand for long periods of time.
• The employee is frequently required to use finger and hand motion, and to reach using arms and hands.
• The position may also require significant walking and capability to climb stairs.
• The employee will need to have the ability to talk to and hear customers during events.
• Specific visual abilities required include close vision, distance vision, depth perception and ability to adjust focus.
• There may be additional physical requirements associated with off-site corporate or volunteer events.

Working Conditions

• United Way of the Mid-South is an equal opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law.
• This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment action.
• United Way of the Mid-South will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.
• United Way of the Mid-South is committed to demonstrating diversity, equity, and inclusion in our workplace and community.
• We value the unique skills and contributions of each individual and believe in the power of collective leadership, accountability, and unity.

Other Duties

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 position. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.

United Way Core Competencies for ALL Staff

• Mission-Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
• Relationship-Oriented: Understands that people come before the process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
• Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.