Job Description

This position is located in Orange, Seminole, and Osceola County, grant funded and seasonal.

POSITION SUMMARY
Manages daily VITA tax site operations to ensure compliance with IRS standards, accurate tax preparation, and effective volunteer management while supporting the Financial Stability Initiatives program through material distribution, client communication, and appointment scheduling. Builds community awareness, strengthens stakeholder relationships, and provides the leadership and resources needed to deliver accessible, high-quality tax services. The internal title for this position is Coordinator, VITA.

KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION
An individual must be able to perform each essential duty listed below at a satisfactory level:

• Maintain VITA site schedules, operations, equipment, staffing, and outreach in coordination with the site point of contact.
• Manage and supervise volunteers, ensuring sites are open, staffed, and supported with necessary resources.
• Maintain volunteer schedules and contact information and report hours to the Program Manager.
• Ensure tax forms, supplies, and equipment are available and distributed as needed.
• Establish and oversee on-site quality review systems to ensure accuracy and compliance.
• Ensure IRS e-filing compliance, including data collection, daily transmission of returns, and correction of rejections.
• Support outreach efforts with site partners to increase community awareness and utilization of VITA services.
• Ensure community members are informed of required documents, appointments, and other filing requirements for tax preparation.
• Monitor and evaluate outreach effectiveness throughout the tax season.
• Maintain relationships with key stakeholders.
• Assist with providing detailed reporting on program outputs and outcomes.
• Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.
• Contribute to overall organizational success by performing other duties and responsibilities as assigned.

JOB REQUIREMENTS
Job requirements include :

• High School diploma or equivalent required.
• One year of experience in tax preparation required.
• Certified in Volunteer Standards of Conduct, Intake/Interview & Quality Review, Site Coordinator, and Advanced Tax Preparer.
• Intermediate experience with Microsoft Office required.
• Customer service skills and experience required.
• Ability to edit, complete, and assemble reports.
• Ability to multi-task and work in a fast-paced environment.
• Ability to work independently with minimal supervision required.
• Strong communication skills, both written and orally, required.
• Ability to utilize critical thinking and problem-solving skills.
• Ability to utilize organizational skills effectively.
• Bilingual preferred.  

COMPETENCY REQUIREMENTS
Communications - Ability to communicate effectively.
Business Ethics - Ability to work with integrity and ethics.
Judgment - Ability to use sound judgement.
Initiative - Ability to take initiative.
Teamwork - Ability to work in a team environment.

This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.

PHYSICAL DEMANDS
Physical demands include:

• Constantly remaining in a stationary position, often sitting or standing for prolonged periods.
• Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.
• Constantly repeating motions and fine manipulation that may include the wrists, hands and/or fingers. Ability to type using a keyboard.
• Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.
• Constantly assessing the accuracy, neatness and thoroughness of the work assigned.
• Constantly viewing information on a computer screen.
• Constantly traveling to the office or offsite location.
• Occasional lifting and moving of items weighing up to approximately 30 pounds.
• Occasional bending, stooping, or kneeling.

WORKING CONDITIONS
Working conditions include:

• Inside working environment.
• Occasional early mornings, evenings, and weekend hours.
• High level of long periods of concentration.
• Frequent interactions with internal and external customers.
• Reliable transportation required.

Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!

Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.

Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.

401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.

Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance.  Full-time employees start accruing paid time off (5 weeks your 1st year) upon hire, with generous carry over.

Job Tags

Full time, Temporary work, Part time, Seasonal work, Work at office, Weekend work, Afternoon shift, Early shift,

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