Head VITA Tax Law Instructor

Catholic Charities•San Antonio, TX

About The Position

The Head VITA Tax Law Instructor oversees and conducts free IRS tax-law training for recruited VITA volunteers. The instructor ensures trainers and volunteers achieve Advanced-level certification through the IRS Link & Learn platform, reviews volunteer Form 13615, and provides signed and validated forms to the VITA Director and Volunteer Coordinator. The role also oversees training quality, coaches other trainers, schedules training sessions, and provides instruction and individual coaching to volunteers. This is a three-month assignment beginning in mid-December and continuing through mid-February, with evening and Saturday work according to the training schedule.

Requirements

High school diploma or GED.
At least one year of tax-law instructor training experience.
At least one year of experience in tax-law training and computer skills.
Must be 21 years of age or older.
Must be able to certify at the Advanced level test in accordance with IRS standards.
Valid state ID or driver’s license; reliable transportation; and a clean driving record and valid vehicle insurance, if applicable.
Proficiency in Microsoft Office, including Outlook, Excel, Word, Access, and PowerPoint.
Experience using virtual platforms such as Zoom and Microsoft Teams.
Detail-oriented, organized, and self-motivated, with the ability to work independently and as part of a team.
Must maintain professionalism in the workplace.
Excellent communication and presentation skills, including public-speaking experience.
Excellent writing and verbal skills, with the ability to explain complex concepts clearly and accessibly to multiple audiences.
Must be able to commit to a three-month assignment from mid-December through mid-February.
Must be able to work evenings and Saturdays according to the training schedule.

Responsibilities

Pass the Standards of Conduct, Intake, and Quality Review tests at the Advanced level in accordance with IRS standards.
Oversee the quality of tax-law training and coach or mentor other Tax Law Trainers.
Set the training schedule and assign trainers to each session.
Develop and conduct weekly tax-training sessions for volunteers.
Provide one-on-one coaching to volunteers on complex tax scenarios.
Approve and certify a volunteer’s Form 13615 after the volunteer passes training in the IRS Link & Learn system.
Provide signed and validated copies of Form 13615 for each certified volunteer to the VITA Director and Volunteer Coordinator.
Stay current on tax laws and regulations and incorporate updates into training materials.
Complete assigned professional development in a timely manner.
Be sensitive to the cultural and socioeconomic characteristics of the service population.
Follow safety training and protocols and take precautions to protect personal and others’ safety and well-being.
Protect the confidentiality of information obtained through work with the organization, including client, donor, investigation, and financial information.
Adhere to the Code of Conduct and Faith and Moral Policy.
Take a solution-oriented approach and promote collaboration and commitment to the organization’s mission and vision.
Perform other duties as assigned by the VITA Director, VP of Programs, and/or COO.