Site Manager, Campaign for Working Families

Posted by on July 23, 2007

Campaign for Working Families

Position Description: 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: Provide coordination, organization and supervision for all aspects of a Campaign tax site during the tax filing season. The Site Manager is ultimately responsible for maintaining 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, must be available for trainings during October,November and December 2007 and available to work evenings and Saturdays.

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 Ensure smooth operations of tax site.
o Obtain IRS certification at the Intermediate or higher level
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 Set up tax site at 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 Prepare Military statistical weekly report for the Campaign for Working Families and its partners.
o Maintain accurate and complete paper files for all taxes completed.
o Maintain electronic filing and confirmation process for tax returns prepared at the site.
 Transmit tax returns daily.
 Verify acceptance of returns via confirmation report
 Manage rejected returns in a timely manner.
o Provide all data required by the Campaign including downloaded TaxWise tax files, spread sheets and final reports.
o Liaison between site and Campaign.
o Participate in all weekly conference calls, training sessions and meetings as required including debriefings at the end of the tax season
o Manage site closedown process following the procedures and directions provided by the Campaign in a timely manner.

? IRS COMPLIANCE AND QUALITY CONTROL
o Responsible for maintaining compliance with IRS quality procedures and guidelines.
o Respond to inquiries from IRS during reviews and audits
o Responsible for maintaining quality procedures, 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:
 Commitment to the mission of the Campaign for Working Families and the individuals and families we serve
 Associate or Bachelor?s degree in related field or previous experience with VITA or computer tax preparation program.
 Organizational and leadership/management skills including previous supervisory experience
 Communication and interviewing skills
 Basic tax knowledge (Form 1040, 1040A and 1040EZ) desired; training in tax software will be provided
 Ability to work with the public, volunteers, and partners in a helpful and supportive manner
 Computer literacy including Microsoft Office and spreadsheet
 Database experience is a plus.
 Willingness to work in hectic, ever-changing environment with good humor.
 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]