Tax Program Assistant
TITLE: Tax Program Assistant
DEPARTMENT: Community Services
REPORT TO: Tax Program Facilitator
DEPARTMENT: Community Services
REPORT TO: Tax Program Facilitator
SALARY RANGE: 5
CLASSIFICATION: 8
STATUS: Non-Exempt Position
CLASSIFICATION: 8
STATUS: Non-Exempt Position
JOB SUMMARY
The Tax Program Assistant is responsible for meeting the Agency's mission as a team member by assisting the Tax Program Facilitator with the implementation and coordination of the tax program. This position is responsible for assisting in the recruitment, training and support of tax program volunteers, coordinating tax clinics and conducting outreach for the tax programs. Outreach may include leading tax preparation classes.
QUALIFICATIONS
Education
•
High School Diploma or equivalent
Education may be waived with significant job related experience
Experience
•
More than 1 year
Authorization
•
BCA Background Study
•
Valid Driver’s License
Work Environment
•
Conventional – Office model
•
Community Facing – Direct interaction or communication with a public.
•
Activity-Based – Workers can switch between different workspaces.
•
Remote – Work from a remote location outside of the office.
•
Hybrid – Flexible work model that is a blend of in-office, remote, and/or on-the-go.
SKILLS, ABILITIES, & OTHER KNOWLEDGE
Skills
•
Excellent oral and/or written communications skills.
•
Ability to manage time that results in both a satisfactory quantity and quality of work.
Ability
•
Support the Mission of the Agency through daily work and while representing the Agency in public.
•
Have general knowledge of programs and activities of the Agency.
•
Demonstrated ability to work independently and as a team member.
•
Must be able to handle diverse work problems on a daily basis.
•
Must be able to organize a work schedule, set priorities and work effectively to meet deadlines without supervision.
•
Must be able to adjust to changes necessitated by last minute assignments and deadlines requests that may prove stressful.
•
Ability to effectively work across differences, especially socio-economic and cultural differences.
•
Attend trainings, classes and meetings as necessary to improve job skills and maintain an acceptable level of job performance.
•
Serve as a mentor for new staff.
Other Knowledge
•
Have knowledge and apply Agency policies and procedures, including safety, technology, data practices and other applicable policy, procedure and program regulations.
•
Understand numbers and mathematical concepts.
•
Knowledge of Community resources.
PRIMARY DUTIES & RESPONSIBILITIES
This job description is not intended to be all-inclusive and employee will also perform other reasonably related business duties as assigned.
Area 1: Program Operations
•
Able to work under demanding time schedules and workloads while maintaining outward professionalism.
•
Act as coordinator at tax clinics as assigned, using sound judgment and seeking advice from management in non-standard situations.
•
Conduct in-person and virtual outreach to potential tax program participants, volunteers, community organizations and service providers.
•
Assist in the recruitment, training, and support of tax program volunteers
•
Develop curriculum and lead tax instruction sessions as assigned
•
Assist with tax filer intakes, questions and scheduling appointments when requested
Area 2: Program Compliance
•
Understand tax program goals and objectives
•
Complete certification in tax preparation in IRS Link & Learn’s advanced level training and Minnesota Department of Revenue income and property tax preparation training
Area 3: Program Communications
•
Legibly and accurately maintain all required records and submit all reports, data entry, and paperwork as required by supervisor or management.
•
Maintain timely contact with participants verbally, in writing, in person and/or virtually through phone, email, text, post delivered letters.
•
Assist with establishing new and maintaining existing partnerships and on-going communication between the Agency and its partners for all tax programs.
•
Serve as a mentor and a resource for co-workers and volunteers, including assisting with tax program training as assigned
Area 4: Development Assistance
•
Inform the supervisor and/or Department management of potential problems of the program dealing with procedures, policies, and/or employee concerns.
•
Recognize existing and emerging needs of participants, volunteers and communities and suggest programmatic and resource recommendations to improve or develop programs.
Area 5: Volunteer Supervision
•
Support program volunteers and supervise as requested
JOB FACTORS
Supervision of Others
•
Not responsible for direct staff supervision. Responsible for the supervision of volunteers.
Safety of Others
•
Responsible for the safety of others on the job. Provides oversight of work groups and/or public served. Implements and enforces safety standards for self and others.
Contacts
•
Contact is both inside and outside the agency, and may include formal presentations.
Physical Demand
•
Must be able to lift 25 pounds.
•
Requires sitting, standing, bending, stooping and reaching.
•
Physical ability to operate equipment specific to your position.
Travel
•
Must have reliable transportation.
•
Must have valid driver’s license and current auto insurance coverage in compliance with Minnesota State guidelines on the vehicle used for work related travel.
•
Travel for completion of job duties, trainings and meetings as required.
GENERAL AGENCY REQUIREMENTS
Professionalism
•
Maintain positive work atmosphere by behaving and communicating in a manner that fosters good relations with customers, co-workers, providers, volunteers and supervisors.
•
Treat customers, co-workers and public in a respectful and courteous manner at all times.
•
Continue to develop skills and abilities.
Community Representation
•
Represent Lakes and Pines Community Action, Inc. in a positive manner.
•
Adhere to the Community Action Code of Ethics.
•
Seek to understand poverty and barriers faced by community members.
Confidentiality
•
Maintain confidentiality of agency, program and customer information.
An Equal Opportunity Employer/Contractor
In accordance with federal and state laws, Lakes and Pines CAC is an equal opportunity employer, contractor and provider of services. The Agency will maintain a
policy of non– discrimination with all employees and applicants for employment. All aspects of employment within
the Agency will be governed on the basis of merit, competence and qualifications and will not be influenced in any
manner by race, color, creed, religion, sex, age, national origin, disability, public assistance status, marital status, veteran status,
sexual orientation, or gender identity,status as a parent, familial status, or in a local human rights commission or any other legally protected status.
If an applicant needs reasonable accommodations for the employment application process, please contact Lakes and Pines either by phone, mail, email or in person and request such consideration. (Such as sign language, interpreter, materials in large print, accessibility)
Individuals are encouraged to complete an Employment Application form whether or not a vacancy currently exists. Employment applications will be kept on file for one year and will be considered for appropriate job vacancies.
If an applicant needs reasonable accommodations for the employment application process, please contact Lakes and Pines either by phone, mail, email or in person and request such consideration. (Such as sign language, interpreter, materials in large print, accessibility)
Individuals are encouraged to complete an Employment Application form whether or not a vacancy currently exists. Employment applications will be kept on file for one year and will be considered for appropriate job vacancies.