VITA Tax Law Trainer

Catholic Charities•San Antonio, TX

About The Position

The VITA Tax Law Trainer oversees and conducts free IRS tax law training for recruited VITA volunteers. The trainer ensures that volunteers achieve Advanced Level certification through the IRS Link & Learn platform, reviews volunteers’ Form 13615 to confirm certification, signs and validates the forms, and submits them to the VITA Volunteer Director and Volunteer Coordinator. The role also includes keeping training materials current with tax laws and regulations, coaching volunteers on complex tax scenarios, and completing assigned professional development. This is a three-month assignment beginning in mid-December and continuing through mid-February, with work in the evenings and on Saturdays 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 pass the IRS Advanced Level test.
Proficiency in Microsoft Office, including Outlook, Excel, Word, Access, and PowerPoint.
Experience using virtual platforms such as Zoom and Microsoft Teams.
Must be detail-oriented, organized, self-motivated, and able 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.
Reliable transportation; valid state ID or driver’s license; and, if applicable, a clean driving record and valid vehicle insurance.
Must commit to a three-month assignment beginning in mid-December and continuing through mid-February.
Must be able to work evenings and Saturdays according to the identified training schedule.

Responsibilities

Develop and conduct weekly tax-training sessions for volunteers.
Provide one-on-one coaching to volunteers on complex tax scenarios.
Ensure volunteers pass the IRS Standards of Conduct, Intake, and Quality Review tests at the Advanced level.
Review, approve, sign, and certify volunteers’ Form 13615 after they pass the IRS Link & Learn training.
Provide signed and validated copies of Form 13615 for each certified volunteer to the VITA Director and Volunteer Coordinator.
Stay updated on tax laws and regulations and incorporate current information into training materials.
Complete required professional development in a timely manner.
Show sensitivity to the cultural and socioeconomic characteristics of the service population.
Follow safety training and protocols and take precautions to protect the safety and well-being of oneself and others.
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.
Use 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.