VITA Site Manager

Position Name: VITA Site Manager – Temporary Position

VITA Manager Supervisor Name:

The Immigrant Integration Program Manager will provide day-to-day supervision and evaluate the VITA Site Manager performance according to the Program policies and procedures. She can be reached at lharrison@wearecasa.org and 443-687-1224.

Position Start date: December 2024

Position End Date: April 28, 2025

Days/ Hours of Service

The VITA Site Coordinator works 40 hours a week, with a flexible schedule based on program and taxpayers needs.

Location:

The VITA Site Manager will be hosted at CASA Baltimore’s Office. Some service at other CASA locations may be required.

CASA’s Mission and goals.

CASA’s Mission is to create a more just society by building power and improving the quality of life in low-income immigrant communities.

CASA’s Vision is a future where we stand in our own power, our families live free from discrimination and fear, and our diverse communities thrive as we work with our partners to achieve full human rights for all.

Project Mission and Goals: CASA VITA Sites provide free tax preparation and financial education services to low-income community members.

Member Position Summary:

Manage or assist with the management of CASA VITA Sites which prepare free returns for working families, mostly immigrants. This is an exciting, rewarding and challenging position which has interaction with many clients and dedicated volunteers and stakeholders while developing tax skills. The site manager is ultimately responsible for recruiting and training volunteers, ensuring resources availability, supporting outreach activities to enroll program participants, and maintaining the quality procedures and processes required by the IRS and our partners such as the CASH Campaign of Maryland to ensure the accuracy and proper filing of tax returns at the site.

Required training prior to VITA Site Manager Placement:

Prior to starting the position, the Manager must hold the required IRS certification to perform as VITA Site Coordinator, including the advance tax preparation certification.

Essential Functions of Position:

SITE OPERATIONS

• Oversee proper operations of tax site including the intake, preparation, quality review and filing of tax returns
• Coordinate appointment availability with CASA staff in charge of scheduling them.
• Mentor volunteer tax preparers o Prepare individual (Form 1040) tax returns for clients with incomes under $54,000
• Maintain accurate and complete tax files (in TaxSlayer, salesforce, and physically.)
• Manage electronic filing of tax returns
• Update Salesforce database.
• Ensure computers, printers, and all required equipment is working and ready to be used.
• Ensure office supplies as required by the operation.
• Prepare progress and final reports for the supervisor.

IRS COMPLIANCE AND QUALITY CONTROL

• Responsible for maintaining compliance with IRS quality procedures and guidelines
• Responsible for maintaining quality procedures, accuracy and security of tax files
• Keep contact with IRS staff to ensure all proper Site forms are submitted on time.
• Attend training and conference calls organized by IRS and other stakeholders to keep up with the latest tax tips and issues.

SUPERVISION AND RETENTION OF VOLUNTEERS

• Schedule volunteers based on set appointments and demand.
• Support all volunteers by providing tax assistance as required
• Work with the Tax Associate to proactively manage volunteers.
• Focus on volunteer retention and satisfaction to ensure future volunteer availability and ongoing support for the tax site.

Required Knowledge, Skills, and abilities:

• Experience performing duties in multicultural environments.
• Excellent English writing and language skills (bilingual in Spanish preferred).
• Commitment to the mission of the CASA and the community it serves o Tax, legal, financial or similar training and/or experience.
• Candidate must be able to successfully achieve IRS advance level preparer certification through an IRS developed exam for volunteer tax preparers (VITA) as a condition of employment
• Certified by the IRS to perform as VITA Tax Coordinator - CASA may provide training needed to pass required IRS tests
• Ability to work with the public, volunteers and campaign partner staff
• Most managers must be available to work evenings and Saturdays

Required Academic and Experience Qualifications:

• Associates degree or higher preferred.

Benefits:

The hourly rate is $22 (Twenty two dollars/hour.) Site Manager will complete a timesheet in ADP every other week, and receive payment based on the actual hours the Coordinator served during that two-weeks’ time period. VITA Site Manager cannot serve more than 40 hours/week.

This role is not benefits eligible.

Selection Process:

To be considered for the VITA Site Manager, interested individuals must submit a current resume to the Manager of Immigrant Integration Programs at CASA Baltimore. Staff will review the application, request an interview and application (if appropriate), conduct three reference checks.

Contact:

For more information and to apply, contact

LeAnna Harrison

Immigrant Integration Programs Manager

lharrison@wearecasa.org

www.wearecasa.org