The Volunteer Income Tax Assistance Program (VITA) is a national IRS sponsored program that helps eligible taxpayers receive their maximum federal and state tax refunds.  The VITA Program Coordinator oversees the VITA program including IRS certified VITA volunteers; coordination and communication of sites in a multiple- county area;  meets grant and sponsorship requirements; and leads promotion and education of VITA and economic mobility in UWECI’s  five-county area.

Position Type: Full Time, Non-exempt

Reporting To: VP, Community Impact

Hours: 40/ week

Supervisory Position: No

# of Direct Reports: N/A

Level of Education:   AA Degree and 1-3 years of experience OR

Work Experience:  3-5 years

Preferred field(s) of study: Non-Profit, Social Work,Financial Institution

Essential Skills:

• Effective and skilled communicator in both one-on-one interactions and group settings. 
• Must be flexible and multitask oriented, while managing numerous projects simultaneously. 
• Possess excellent judgment and creative problem-solving skills. 
• Helps create a work environment that embraces and appreciates diversity.
• Strong critical and strategic thinking skills, as well as creative and innovative thinking.
• Ability to work independently and in a team environment to accomplish team goals.
• Knowledge of tax preparation and/or finances preferred, but not required
• Ability to analyze statistical data from multiple sources for reporting purposes
• Available to work evenings and weekends as required (typically in winter and spring)
• Proficient in Microsoft Office applications (Excel and PowerPoint).

Essential Job Functions:

• Complete VITA training and certification in accordance with IRS and United Way of East Central Iowa requirements.
• Work with United Way internal departments collaboratively to develop marketing, outreach, and communications collateral for the program for awareness and education.
• Assist in volunteer recruitment, training, and retention.
• Ensure all volunteers meet the IRS training and certification requirements according to their volunteer positions.
• Develop the VITA volunteers’ work schedules and compile the number of volunteer hours spent preparing tax returns.
• Procure and maintain the appropriate supplies, equipment, software, and ancillary materials to be used for tax preparation at the site by maintain the VITA budget.
• When needed, provide support for all electronic return filing procedures within the guidelines of the IRS VITA Agreement, including completing the electronic filing of batched taxpayer returns at the conclusion of each day.
• Develop, maintain, and modify the processes and procedures required by VITA.
• Adhere to grant requirements, communications and standards set by various funding sources, including but not limited to IRS, Iowa Center for Economic Success and varying sponsored partners.
• Track program data, including program details, objectives and results, and descriptive narratives on programmatic impact.
• Assist with the development of the VITA program budget and monitor all revenue and expenses.
• Coordinate and implement outreach and education activities in UWECI’s five county area that align with VITA and economic mobility.
• Represent the VITA program at state meetings and teleconferences.
• Additional duties may be assigned during off VITA off season