Assistant Site Manager, Campaign for Working Families

Posted by on July 30, 2007

Campaign for Working Families

Position Description: Assistant Site Manager (Full and Part-Time positions)
Reports to: Director of Operations, Campaign for Working Families

Program: The Campaign for Working Families provides expanded income security to low-wage workers in the Philadelphia region by increasing their access to the Earned Income Tax Credit (EITC) and other federal credits, low cost financial services, improved financial planning, and public benefits. During the tax season, the Campaign runs a number of free tax sites throughout Philadelphia that provide free tax assistance.

Purpose of Position: Supports the site manager in the coordination, organization and supervision for all aspects of a Campaign tax site during the tax filing season. Assist the Site Manager is reinforcing the quality procedures and processes required by the IRS and Campaign to ensure the overall accuracy of tax returns prepared and e-filed at the site.

Length of Appointment: Mid-January to May 1, 2008. Candidates must be available for trainings during November and December 2007 and willing to work Saturdays and evenings during the tax season. Debriefing in May 2008.

Responsibilities:
? CUSTOMER SERVICE
o Create a welcoming atmosphere for tax customers and volunteers; responsible for all aspects of customer service
o Provide respectful and comfortable environment for volunteers and clients
o Provide access to information on financial programs and products, and public benefits as available and provided by the Campaign. Support the Outreach effort and Cash Coach assigned to the site.

? SITE OPERATIONS
o Support site manager in the effort to ensure smooth operations of tax site.
o Support the site manager in the tax site set up process in the beginning of the tax season, including designing client flow, physical space (waiting area, location of tax preparers, printer and fax hook-ups, files, etc.)
o Work with the site manager to ensure the following:
 Accurate customer files are maintained
 Electronic filing process and confirmation process is maintained as follows:
? Tax returns are transmitted daily.
? Acceptance of returns are verified via confirmation report
? Rejected returns are followed up in a timely manner
 Data required by the Campaign including downloaded TaxWise tax files, spread sheets and final reports is submitted.
 Liaison between site and Campaign. Maintain open communication with Director of Operations regarding site issues.
 Site is represented for all weekly conference calls and meetings required by Campaign for Working Families
 Participate in the site debriefing at the end of the tax season.
 Manage or perform any other administrative duties as requested by the site manager.
 Support the timely closedown of the tax site as requested by the Campaign and ensure that all final instructions regarding this process are adhered to and that tax files are available for delivery/pick up as scheduled.

? IRS COMPLIANCE AND QUALITY CONTROL
o Responsible for working with site manager in maintaining compliance with IRS quality guidelines and procedures and compliance with any request for information during site reviews etc.
o Responsible for maintaining quality, accuracy and security of tax files

? SUPERVISION AND RETENTION OF VOLUNTEERS
o Support all volunteers by providing tax assistance as required at the site
o Proactively manage volunteers in terms of scheduling and training at the site beyond tax preparation to include other aspects of the tax site operations (quality control; filing; screening customers etc).
o Focus on volunteer retention and satisfaction to ensure future volunteer availability and ongoing support for the tax site
o Other duties as required.

? Qualifications:
o Attend Campaign training sessions for site managers
o Obtain proficiency in the TaxWise and various software programs used in the tax preparation process tat tax sites
o Commitment to the mission of the Campaign for Working Families and the individuals and families we serve
o Associate or Bachelor?s degree in related field or previous experience with VITA or computer tax preparation program.
o Good verbal and written communication skills
o Basic tax knowledge (Form 1040, 1040A and 1040EZ) desired or willingess to obtain IRS certification at the Intermediate or higher level; training in tax software will be provided
o Ability to work with the public, volunteers, and partners in a helpful and supportive manner
o Computer literacy including Microsoft Office and spreadsheet
o Willingness to work in hectic, ever-changing environment with good humor.
o Friendly, dependable and flexible.

Interested Candidates should forward resume and letter of interest via e-mail to:

Mildred Chavarria, Operations Director
Campaign for Working Families
1207 Chestnut Street
Phila., PA 19107
E-mail: [email protected]