DEPARTMENT: Community Services
POSITION TITLE: Money Matter Program Specialist
LOCATION: 393 Main Street, Greenfield, MA /Remote Work from Home
SUPERVISOR: Money Matters Coordinator
The Money Matters Program Specialist will provide year-round program support for Community Action Pioneer Valley’s Money Matters program, which serves low-income individuals with a variety of financial education tools. The Program Specialist will act as the Site Coordinator for CAPV’s Free Tax Assistance Program (VITA) and provide on-site support during tax clinics, conduct one-on-one financial counseling sessions, and assist the Coordinator with the creation and facilitation of financial workshops. Training in VITA advanced tax preparation will be provided with a requirement to become advanced certified by November 15th. Evening/weekend hours required during tax season.
- Provide year-round program support for the Money Matters program.
- Provide participants with a high level of customer service, supporting financial education initiatives, scheduling appointments, collecting payments, tracking data in Excel and agency databases.
- Answer the Money Matters phone line, screen callers and email to provide information, referrals, and schedule appointments for program as appropriate.
- Provide financial counseling, meeting one-on-one with participants using an established financial counseling program.
- Use approved data system to record and track participant interactions using established program guidelines.
- 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, Cap 60 and CMS.
- Help clients increase and stabilize their income by assisting with financial counseling initiatives such as working with the Coordinator with group presentations or with individuals.
- Communicate effectively and respectfully with all participants, volunteers, and staff.
- Prepare mailings and conduct research and follow-up with participants.
- Provide follow-up services to clients who receive application and advocacy assistance in accordance with program guidelines.
- Act as the Site Coordinator for the VITA Free Tax Assistance Program
- 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.
- Training in VITA advanced tax preparation will be provided and required to successfully complete and acquire IRS Advanced level and Site Coordinator certificate by November 15th.
- As directed by the Coordinator, the Site Coordinator leads all tax clinics with oversite, quality review of returns and volunteer management.
- 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.
- Assist in the recruitment and training of VITA volunteers to become IRS certified.
- Maintain high level of customer service following Community Action’s established Customer Service Standards and all applicable guidelines set forth by the program.
- When schedule requires remote work, expected to be available for meetings, calls, responding to emails, and conducting regular duties during regular agency hours.
- Required to travel regularly throughout the service area, to other Community Action sites and service locations, and occasionally out of the service area.
- Required to work in the evening and weekends occasionally.
- Attend all required staff meetings, supervision, training, and contractual meetings.
- Attend mandatory agency trainings and other relevant trainings.
- Comply with agency and funders’ paperwork requirements and procedures.
- Participate in professional development activities and team meetings.
- Maintain strictest confidentiality.
- 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.
- Associate degree in Business/Finance/Human Services or related field.
- Three years of experience in a related or applicable field including experience with federal or state regulated programs and forms.
- Experience with volunteer supervision or coordination.
- Experience with program planning and implementation or project management.
- Bi-lingual Spanish preferred.
- Additional directly related experience may be substituted for education or additional education may be substituted for experience.
- Excellent listening skills and ability to demonstrate patience and a non-judgmental attitude when dealing with people experiencing crises.
- Ability to interpret and explain basic tax law to volunteers and taxpayers. (Tax law training and resources will be provided.)
- Sensitivity to cultural and socioeconomic diversity and the needs of individuals with low incomes.
- Understanding of poverty and its impact on individuals and families.
- Computer skills for maintaining site records and troubleshooting problems with volunteer computers and software. Proficiency with data entry, Microsoft applications (Excel), internet, and Outlook calendar.
- Ability to take initiative and work with minimal supervision.
- Comfortable working in a fast-paced environment.
- Excellent time management, planning and organizing skills.
- Excellent verbal (in-person and phone) and written communication skills.
- Ability to maintain confidentiality.
- Dependability and flexibility.
- Experience with on-line tax preparation software preferred.
- 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.
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.