VITA Tax Law Trainer

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 volunteer’s 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 commit to a 3-month work assignment beginning mid-December throughout mid-February
• *Must be able to work evenings and Saturdays per identified training schedule.
• Must complete all required professional development assigned in a timely manner.
• Must be sensitive to the service population’s cultural and socioeconomic characteristics. 
• Adhering to safety training and protocols daily and taking precautionary measure to ensure the safety and well-being of self, and 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 gifts, internal and external investigations or results of any investigations, and financial information.
• Adherence to the Code of Conduct and the Faith and Moral Policy 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/Driver’s 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;

Travel Requirements:

Travel requirements for the position include 0 % local and 0 % overnight