DEPARTMENT: Community Services

POSITION TITLE: Money Matter Program Specialist

LOCATION: 393 Main Street, Greenfield, MA /Remote Work from Home  

STATUS: Non-Exempt

SUPERVISOR: Money Matters Coordinator 

POSITION SUMMARY

The Money Matters Program serves low-income individuals with a variety of financial education tools. The Program Specialist has two main roles: 1) to meet one-on-one with clients for financial counseling and lead group workshops on topics such as credit, student loans, or debt management, and 2) act as one of the Site Coordinators for CAPV’s Free Tax Assistance Program (VITA) and provide on-site support during tax clinics. Training in VITA advanced tax preparation will be provided with a requirement to become advanced certified. Evening/weekend hours required during tax season.

ESSENTIAL RESPONSIBILITIES

1. Provide participants with a high level of customer service, supporting financial education initiatives, scheduling appointments, and tracking data in Excel and agency databases.
2. Answer the Money Matters phone line, screen callers and email to provide information, referrals, and schedule appointments for program as appropriate. 
3. Provide financial counseling, meeting one-on-one with participants
4. Ensure required data and reporting is completed in an accurate and timely manner in all required database systems including but not limited to SharePoint, TaxSlayer, Excel, and CMS. 
5. Help clients increase and stabilize their income by assisting with financial counseling initiatives and leading workshops
6. Act as the Site Coordinator for the VITA Free Tax Assistance Program
7. Assist and support the recruiting, organizing, and training efforts to have volunteers become IRS certified to prepare tax returns for hundreds of low and moderate-income taxpayers virtually and in person in Northampton and Greenfield.   
8. As the Site Coordinator, lead tax clinics, perform quality review of returns and manage volunteers.
9. Adhere to all IRS and CAPV guidelines and standards for site operations, including scope of tax returns, privacy of information, and site procedures. Coordinate on all aspects of site management, quality review, and e-file administration. Follow up with any IRS rejections and resubmit for acceptance in a timely manner, prepare tax returns as needed.
10. Maintain high level of customer service following Community Action’s established Customer Service Standards and all applicable guidelines set forth by the program. 
11. Remote work available complying with the agency’s policy. 
12. Required to travel regularly throughout the service area, to other Community Action sites and service locations, and occasionally out of the service area. 
13. Comply with agency and funders’ reporting and documentation requirements.
14. Attend regularly scheduled supervision meetings, team meetings, mandatory agency trainings, and participate in professional development activities.
15. Required to work in the evening and weekends occasionally.
16. Perform related work as required.

This does not cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. 

ESSENTIAL QUALIFICATIONS

You are encouraged to apply even if your education or experience isn’t an exact match, we value lived experience and believe the skills to succeed in the position can come from a variety of experiences. 

•  Associates degree preferred.
• Three years of experience in a related or applicable field.
• Experience with volunteer supervision or coordination.
• Bi-lingual/Bicultural (English/Spanish) preferred.
• Additional directly related experience may be substituted for education or additional education may be substituted for experience.

Compensation for positions at CAPV is based on a transparent agency wide salary scale. Each position is assigned a pay grade. Each paygrade has 3 salary levels based on education and work experience to determine the rate of pay.  

SKILLS REQUIRED

• Effective written and verbal communication
• Ability to meet clients where they are at, creating a non-judgmental space, taking a strengths-based and trauma informed approach.
• Ability to interpret and explain basic tax law to volunteers and taxpayers. (Tax law training and resources will be provided.)
• Understanding of poverty and its impact on individuals and families.
• Demonstrated commitment to valuing diversity and contributing to an inclusive working environment.
• Sensitivity to cultural and socioeconomic diversity and the needs of individuals with low incomes.
• Proficiency with things like Excel, Word, PowerPoint, SharePoint, Canva, etc.
• Ability to take initiative and work with minimal supervision.
• Excellent time management, planning and organizing skills.  
• Ability to maintain confidentiality.
• Dependability and flexibility.
• Demonstrated ability to build positive relationships with participants, community members and organizations. 

PHYSICAL DEMANDS AND WORKING CONDITIONS:

The physical demands and work environment described below is representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Requires sitting for long periods of time.
• Working in a fast-paced office environment.
• Some bending and stretching required.
• Manual dexterity required for use of calculator and computer keyboard.
• Must be able to lift 20-40 lbs.
• The work environment includes indoor office environments or comparable spaces, and community spaces, with occasional exposure to outdoor weather when traveling to meetings. The noise level varies by site.

AA/EOE/ADA

Employment is contingent upon successful completion of Criminal Offender Record check (C.O.R.I.) and evidence of a good driving record and ability to be covered under Community Action’s non-owned and hired vehicle policy.