VITA Site Coordinator

Business Name: 
SFSU Volunteer Income Tax Assistance (VITA)
Industry: 
Accounting
Type of Position: 
Part-Time Job
Grade Level: 
Graduate
Location: 
SFSU Main Campus - SCI 205
Days/Hours per Week: 
Minimal hours during Fall semester, but around 20 hours per week from January through April - total of approx. 225-275 hours
Pay Range: 
$20-$22.50 per hour, depending on qualifications
Benefits: 

Not applicable.

Duration of Position: 

September 2017 - April 2018, with hours mostly concentrated from January through April

Position Description: 

The VITA site coordinator provides coordination, organization, and supervision for all aspects of the VITA site operation. The site coordinator is also responsible for gathering, maintaining and compiling timely statistical reports as required by the partners.

Position Responsibilities: 

• Ensure that all volunteers working at the site have completed the required certification
• Assist tax return preparer’s in making referrals for other community resources
• Ensure that portable equipment is under the care of a volunteer and/or the site coordinator at all times
• Ensure that all information is under the care of volunteers or locked in storage at all times
• Perform all responsibilities that will ensure the safe and efficient operation of the VITA site

E-Filing/Transmission and Quality Review:
• Act as the e-file administrator
• E-file returns within 48 hours of preparation
• Maintain files for accepted returns and paper returns
• Review tax returns to be e-filed to ensure quality and completeness
• Review rejected returns and inform tax filer within 24 hours. Take necessary action to fix the problem and resubmit the tax return

• Ensure that the site is open as scheduled and adequately staffed
• Respect client and volunteer privacy
• Complete all training and certifications

Time Requirements:
Fall Semester (September to December):
o Attend various Earn It! Keep It! Save It! meetings conducted by United Way of the Bay Area
o Complete TaxSlayer training offered by United Way of the Bay Area
o Coordinate VITA volunteer recruitment meeting (held in the evening on October 10)
o Coordinate with VITA faculty advisor (Katie Hetherington) and BAP liaison (student leader)
o Plan the January 8-12 volunteer training
Spring Semester (January to April):
o Coordinate volunteer training (January 8-12)
o Set up and open SFSU site (SCI 205)
o Minimum of 20 hours per week on site from first week of February to April 15
o Close out site and complete IRS reports for BAP submission to IRS

Required Qualifications: 

Required qualifications

Training:
Classroom training or self-study through Link and Learn and a passing score of 80% on the tax law exam. Coordinators must be certified through at minimum Intermediate level. If the scope of returns seen at the site is at advanced level, then the coordinator should certify at Advance level. IRS-SPEC representatives provide a special IRS Site Coordinator training. This course covers all the quality site requirements and other administrative items necessary to effectively operate a VITA site.

Qualified applicants must have the following attributes:
• Must have a Bachelor’s degree and currently enrolled in a business masters’ program at SFSU
• Must be qualified to be employed at time of application
• Must have demonstrated organizational skills
• Must be able to work flexible hours from January through April

Preferred qualifications

Qualifications:
• Ability to manage and coordinate a group of volunteers
• Strong verbal communication skills
• Good interpersonal skills and comfort with a wide range of people
• Computer skills for maintaining site records and troubleshooting problems with volunteer computers and software
• Ability to take initiative and work with minimal supervision

How to Apply: 

Email Professor Katie Hetherington (kkmh@sfsu.edu), VITA Faculty Advisor, with a brief statement of interest (1-2 paragraphs), your resume and student ID number

Application Deadline: 
ASAP