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VITA & Bank On Coordinator 
Position Description

October 2017
 
POSITION:  
VITA & BANK ON Coordinator
Rate of Pay: hourly  
 
REPORTS TO:
Executive Director EMPLOYMENT STATUS: Part-time
WAGE CATEGORY: Non-Exempt
 
Primary Function: 
The VITA & BANK ON Program Coordinator, will work with the BANK ON  Coalition to ensure a quality tax assistance program to reach the targeted populations and ensure that all grant outcomes are met.  Additionally, to carry out other duties and responsibilities as assigned by the Executive Director, or to fill in for the Executive Director when she is unavailable.
 
DUTIES & RESPONSIBILITIES:
I. VITA Tax Support
Become proficient on Tax Slayer software
Achieve Advanced Certification in Tax Preparation for training and education of volunteers on quality tax preparation.  (Please note that although Advanced Certification is required - no tax preparation will take place while on duty).
Under the supervision of the Executive Director, the VITA & Bank ON Program Coordinator in an effort to ensure accuracy and quality of VITA preparation throughout the UWCA Service Area will:
Provide tax site support and guidance to partners, volunteers and site coordinators with focus on quality standards.
Assure consistent preparation procedures being followed at all sites, providing additional support and training as needed.
• Monitor tax sites for the proper handling of confidential information. 
Assist with training on best practices of VITA to site coordinators.
Assist to distribute training materials, forms and publications.
Provide technical advice relating to tax law issues.
 
II. Bank ON Program 
Work with staff members from Arkansas banks to create an Arkansas Bank On coalition that with the goal to provide safe and low cost products and services to the unbanked and underbanked consumers of the state.
Develop an Arkansas Bank On website and mobile application for consumers to use to locate Arkansas Bank On partners, products and services
Work with partner banks to develop a Bank On certified bank account to offer to consumers
Work with the CFE Fund to obtain funding for the coalition and to identify methods of outreach used by other Bank On coalitions. 
Write grants to obtain additional funding for the coalition
 
III. QUALITY ASSURANCE
Use quality assurance tool as outlined by the IRS, to measure compliance of VITA sites and their adherence to Quality Site Requirements.
Ensure prior to participation in the VITA/TCE Program, that all personnel have completed the Volunteer Standards of Conduct and Ethics Training Course.
Utilizing IRS Publication-1084, conduct site and tax return reviews and compliance at least annually during the first 30 days of the filing season.
Ensure that site coordinators have signed volunteer agreements and that they have verified volunteer identification and possess certification at basic or advance level and that returns are prepared based on certification level.
 
III. COLLABORATION
Collaborate with the IRS-SPEC regional representative to ensure quality tax preparation and site activities.
Collaborate with all site coordinators to assist and support their needs.
Provide support for end-of-the-season VITA Volunteer Thank You Event.
 
IV. COLLECTION OF DATA
Assist the Executive Director in the administration of grants provided to UWCA 
Assist the Executive Director with completing all required grant reporting to the IRS and other funders/grantors.
Verify and oversee that the Preparer Default Use Fields are operational and collecting data.
 
Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.
Demonstrated ability to work with diverse and underserved populations and communities.
Demonstrated experience/success developing and providing program evaluation.
Experience in providing evaluative consultation, services to agencies, schools, and community groups. 
Demonstrated experience in interpersonal skills and problems solving.
Computer technology trouble shooting experience helpful.
 
Education and/or Experience:
Minimum of Associates Degree; -or-
Two to three years equivalent experience in program operations and interactions with volunteers
 
Language:
Ability to read, write and analyze reports.  Ability to effectively present information and respond with sound answers to members from the Coalition or staff.  Skilled at verbal and written communication.
 
Math:
Ability to calculate statistics, evaluate program and community outcomes, and report results to department and/or applicable funder.  Use and/or mastery of Excel is encouraged and recommended.  
Reasoning:
Ability to solve systematic problems and make recommendations for situations that may arise with VITA volunteers and VITA sites 
 
Other Requirements:
Team facilitation and shared decision-making experience needed.  Assist groups to reach consensus.  
 
Transportation Requirements:
Individual must possess a valid driver’s license, car insurance, and a reliable source of transportation.  
 
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
 
While performing the duties of the job, the employee is regularly required to stand, walk, and sit.  Ability is needed to lift and carry computer equipment and office supplies up to 25 pounds with assistance.  The employee is frequently required to speak, hear, see and use depth perception.  The employee is occasionally required to climb stairs, balance, stoop, kneel, crouch, crawl, reach, handle and feel.  Specific vision abilities required include close vision, color 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. 
 
Work schedule – work will include days, as a seasonal position, work hours may also include evenings and weekends.
 
While performing the duties of this job, the employee is frequently exposed to normal office work environment conditions.  Internally controlled working environment with little or no hazardous conditions (including but not limited to: fumes, toxic or caustic chemicals, extreme heat/cold/humid conditions, risk of electrical shock, vibrations, and/or airborne particles) in normal work location.  The noise level in the work environment is usually quiet. 
 
(1) Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.