VITA Tax Law Trainer- Seasonal

Summary: The VITA Tax Law Trainer is responsible for overseeing and conducting free IRS Tax Law Trainings for recruited VITA Volunteers. The VITA Tax Law Trainer assures every volunteer is certified at the Advanced Level through the IRS link and learn training platform. The VITA Tax Law Trainer collects and reviews the volunteer form 13615 to confirm their certification. The forms are signed by the trainer and submitted to Catholic Charities VITA Volunteer Director and Volunteer Coordinator.

Position Responsibilities:

• *Must pass the Standards of Conduct Intake & Quality Review at the Advanced level test per IRS standards.
• *Develop and conduct tax-training sessions for volunteers on a weekly basis.
• *Provide one-on-one coaching to volunteers on complex tax scenarios.
• *Once the volunteer passes the training in the link-and-learn system trainer must approve and certify the volunteers form 13615.
• *Provide signed and validated copies of the 13615 for each volunteer that certifies to VITA Director and Volunteer Coordinator
• *Stay updated on the latest tax laws and regulations to incorporate into training materials.
• *Must be able to work evenings and Saturdays per identified training schedule.
• Must complete all required trainings in a timely manner.
• Must be sensitive to the service populations cultural and socioeconomic characteristics.
• Adhering to safety training and protocols daily and taking precautionary measure to ensure the safety and well-being of self others.
• Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information services rendered to clients donors names and giftsinternal and external investigations or results of any investigations and financial information.
• Adherence to the Code of Conduct and the Faith and Moral is mandatory.
• Every employee is required to take a solution-oriented approach in their interactions and undertakings as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
• Other duties as assigned by VITA Director VP of Programs and/or COO.

Competencies:

Customer Service

Communication

Integrity/Honesty

Interpersonal Awareness

Focus

Minimum Qualifications:

• Education
  • Minimum of a High School Diploma/GED
• Experience
  • At least 1 year of tax law instructor training experience
• License and Credentials
  • Must be 21 years of age or older
  • Reliable transportation
  • Valid State ID/Drivers License
  • Clean driving record and valid vehicle insurance if applicable

Minimum Knowledge and Skills:

• Minimum of 1-year experience in:
• Tax law training
• Computer skills Proficient in Microsoft Office (outlook excel word access PowerPoint)
• Virtual platforms such as Zoom and Microsoft Teams
• Be able to certify at the advanced level test per IRS standards.
• Must be detail-oriented organized self-motivated and work well independently and on a team
• Must maintain professionalism in the workplace
• Excellent communication and presentation skills
• Experience in public speaking
• Must have reliable transportation and/or clean driving record if applicable
• Excellent writing and verbal skills with proven ability to translate complex concepts into succinct clear accessible language for multiple audiences
• Must be detail oriented organized self-motivated work well independently and on a team;

Disclaimer:

This is not necessarily an exhaustive list of all responsibilities skills duties requirements efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g. emergencies changes in personnel workload etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**

Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at . You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview you will be contacted.