Operations Intern, Campaign for Working Families

Posted by on September 7, 2009

Operations Intern Job Description
Tax Season 2009-2010

Seeking highly motivated and mature individuals with above average PC and software skills (Excel and PowerPoint) to fill Operations Intern positions for the 2009-2010 tax season.  Individuals should also possess strong quantitative skills, accounting or tax preparation experience.  This is a great training internship opportunity for junior and or senior Accounting and Finance majors.  Interns will be engaged in various roles at the Campaign including site management and operations/administrative support.  Duties and responsibilities may expand based upon individual strengths and schedule availability.  Interns will work an average of 20 hours per week during period of Oct-Nov., 2009; Jan-April 2010.

•    Compensation:    $TBD
o    To be paid under a contract as a monthly stipend
o    Contract subject to re-approval/cancellation on a monthly basis

•    Responsibilities to include :
o    Participation in Site Management Training (approximately a total of  30-40  hours during period of Oct. 2009-Jan 2010)
o    Obtain IRS tax certification at the Intermediate or Advanced level
o    Provide Support to Technology & Operations Manager in terms of transportation and equipment needs
o    Support logistics of Planning and Set up of Tax Operations for the 2010 tax season
–    Support update/input to IRS database for EFIN and site hours
–    Support IRS supply request process
–    Support/verify site data/information for 800# phone messages and outreach materials
o    Support Logistics  (delivery of materials; confirmation of set up etc) for Volunteer Tax Training Sessions
o    Provide tax preparation/management support to 2 tax sites (to be determined)  during the tax season; average of 15-20 hours per week
o    Support input of weekly data from tax sites
o    Prepare monthly statistical management report on Tax Site Operations
o    Provide support of budget monitoring process and payroll approval
o    Support Supply process for Tax Sites (delivery and process of requests)
o    Support preparation of agenda and materials for Weekly Site Management call
o    Provide minutes from Weekly Site Management call
o    Support resolution process for customer complaints
o    Support updates and responses as appropriate to incoming calls on the CWF Customer Tax Line
•    Will support the Operations Director in various projects outlined below:
o    Super Sites
–    Assist in the establishment of a Super Site Tax Site Models
•    Assist in the exploration and identification of space & facility options
•    Assist in the exploration and development of funding options
•    Assist in the exploration and development of equipment options
•    Assist and or manage in the process of getting the tax sites equipped and set up for operation

o    Staff Training
–    Support the Expansion and Redesign of the curriculum for Site Manager training
•    Assist in developing and finalizing the Curriculum
•    Assist in the identification of materials to support the curriculum
•    Support the preparation and development of  PowerPoint presentations
•    Assist with scheduling venues and confirming attendance
•    Assist with finalizing the logistical needs associated with each training

o    Volunteer Tax Preparation Training
–    Support the Operations Director and Volunteer Coordinator in Expanding and redesigning the Tax Preparation Training Model
•    Assist in identifying and finalizing training venues
•    Assist in identifying materials to support presentation of the training curriculum
•    Support the development, quality review and reproduction of presentation materials
•    Support the process of finalizing the logistical needs associated with training, AV, food and transport of materials

o    Operations Data Management
–    Support the redesign of the database utilized by the Campaign to track site results
•    Support the weekly input and update of the database and reports
•    Assist in analyzing data from weekly reports and quality review audits

For more information, contact Megan Kiesel at [email protected].