Charitable Advisors LLC
  • 06-Dec-2017 to 03-Feb-2018
  • - United Way of Central Indiana
  • Indianapolis, IN, USA
  • $15.00 hourly
  • Seasonal

United Way of Central Indiana, recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Marion County VITA Area Tax Site Coordinator is a member of our Community Impact team. This temporary seasonal position is funded by the IRS' Volunteer Income Tax Assistance (VITA) grant. The VITA program provides free tax assistance to underserved communities. It is designed to assist taxpayers with low-to-moderate income, persons with disabilities, elderly and Limited English Proficiency (LEP). Central Indiana's VITA program is a multidisciplinary collaboration of public and private entities focused on asset building and financial fitness.

Position Duties & Responsibilities
The following statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. 

• Answer tax return questions raised by volunteer tax preparers
• Submit tax returns electronically to the IRS from assigned VITA sites
• Conduct general, and spot-check-detailed, review of returns
• Regularly update Program Coordinator and UWCI Community Impact Manager regarding progress toward meeting programmatic objectives and identify challenges to meeting targets
• Organize logistics and staffing plan for all assigned VITA sites
• Develop and maintain schedule of operation for assigned VITA sites
• Ensure quality of returns and quality of volunteer efforts
• Collect and report on data on number of tax returns, number of volunteer hours, and other data as required for compliance with federal VITA grant
• Review error rates for each site and determine appropriate intervention
• Review and address customer service inquiries and complaints through April 30.
• Monitor supplies, forms and equipment at assigned mobile tax sites
• Maintain database of volunteer registrations, volunteer hours and volunteer level of certification
• Participate in monthly VITA Advisory Committee meetings
• Ensure compliance with all IRS rules and regulations for the VITA program
• Professionally represent UWCI and Indy Free Tax Prep in the community
• Performs special assignments and other work, on an as-needed basis.

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and be present in the office while performing those functions. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.

Education and/or Experience
Bachelor's degree preferred.*
Proven experience in supervising volunteers. Strong project management skills with timely and consistent attention to follow up. Effective problem solver and decision maker.

*Work experience may substitute for education requirements on a case by case basis.

Physical Demands: 

The physical demands described here are general representations 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.

• While performing the duties of this job, the employee is regularly required to drive, sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.
• The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus.

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.
• Office setting, with sustained use of a computer.
• The noise level in the work environment is minimal to moderate.
• Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization.

Core Competencies
United Way of Central Indiana's team is evaluated on the following core competencies:
• Courage
• Accountability
• Respect
• Excellence
• Thinking Strategically
• Stakeholder Experience
• Effective Communication

Click the APPLY button to apply online now.

This position has been closed and is no longer available.
Charitable Advisors LLC


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