Hours: Average 40 hours per week
Supervisor: Tax Program Lead
Summary
Mission Economic Development Agency (MEDA) is a community-based, local economic development organization which for over 40 years has engaged individuals and small business in community-building strategies that together lead to appropriate and equitable economic development in the Mission District. MEDA primarily serves low-income clients, focusing on the Latino and/or Spanish-speaking community. In accomplishing its mission, MEDA is involved in three distinct activities: small business assistance, homeownership counseling and community planning.
Since 2010 MEDA has coordinated the tax program for the Human Services Agency managing 4 sites in the City of San Francisco providing free tax preparation services to low income families and individuals. This effort has brought more than $30 million to the community by preparing more than 24,000 tax returns.
The VITA site offers free tax assistance to low-income families and connect them to other asset development services.
Responsibilities
1) Manage tax site during operating hours
- Oversee greeting of tax clients
- Oversee preparation of returns by clients and assist volunteers with questions (average of 20-25 hours per week)
- Prepare ITIN applications or renewals (average 5 hours per week).
- Set up and take down site materials for each shift (i.e. forms, files, food for volunteers).
- Do/supervise the quality review process.
- Submit/ Transmit files timely (preferred within 48 hours, average of this process 10-15 hours per week).
- Attend weekly tax meetings to update team of needs and changes at the sites.
- Manage rejected and incomplete returns.
- Assist with appointment making as needed.
- Make sure that materials for taxpayers are ready.
- Communicate all the issues affecting the tax preparation in the site.
- Supporting client connections to other asset building services.
2) Coordinate volunteers in collaboration with Tax Program Manager
- Assist with the efforts of training volunteers
- Support volunteers in the certification process
- Keep copy of volunteer forms
- Orient volunteers at sites
- Send out weekly update emails to volunteers
- Provide food for volunteers
- Assist with volunteer appreciation event at the end of the tax season
3) Manage data and reporting
- Manage tax client files
- Secure client information and confidentiality
Qualifications
- Strong customer service skills
- Strong written and verbal communication skills
- Strong initiative and project follow through
- Cultural competence in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health status, and abilities
- Ability to work flexible hours, including some evenings and weekends
- Ability to work independently and ask for support when needed.
- Supervisor experience preferred.
- Commitment to social justice and asset building for low income population
- Bilingual English/Spanish
- IRS certification at the Advance level for the VITA program preparation
TO APPLY:
Please click on the following link and complete the application form.
http://medasf.applicantstack.com/x/detail/a2lg3zao0l5v
