Lifeline Inc.

The Financial Empowerment program provides financial education and empowerment for participants along with administration and management of the Individual Development Account (IDA) and Buy Car programs. The program coordinator would present financial empowerment classes for these and other Lifeline programs. The coordinator also handles Lifeline’s seasonal Volunteer Income Tax Assistance (VITA) program. VITA is an IRS free tax preparation program for low-to-moderate income households within Lake and Geauga counties. The VITA program requires IRS training and certification. This is a full-time position with some early evening hours and a few Saturdays only during tax season. Lifeline staff work a 9 hour day/ four day work week with a paid 30 minute lunch Included in the 9 hours.
Knowledge and understanding of tax preparation, basic financial planning, basic cash flow and networking are preferred. Education and/or experience in a business setting is beneficial. A degree/college course work in accounting or finance is preferred but not required.
PERFERRED SKILLS (but not required):
§ Ability to organize and lead groups of people through presentation of material
§ Strong oral and written communication and networking skills
§ Strong technology skills, including virtual appointments, reports and data entry for WORD, EXCEL, Google DOCS and Google SHEETS
§ Case management
§ Ability to pass IRS certification and help volunteers in their certification
§ Experience with the VITA program or tax preparation knowledge, including all forms 1040, schedules 1, 2 ,3, A, C, D, E, F, and tax credits.
RESPONSIBILITIES:
· Communication with IRS for the VITA program, including all required documentation, contracts and VITA clinic supply inventory
· Recruit and manage VITA volunteer staff
· All VITA training, including self and volunteers
· Scheduling of volunteers and clients at VITA clinics
· Scheduling both on-site and remote site VITA clinics
· Adherence to all VITA deadlines
· Preparing and presenting Financial Empowerment classes
· Preparing and scheduling specific asset training for IDA and Buy Car programs
· Development of contacts and ongoing community partnerships for all programs
· Maintains confidentiality for client and volunteer information
· Community out-reach for all programs
· Acquisition of resources for all programs
· Ensures household eligibility for programs
· Attend any training or meetings for all programs
· Collects client data and completes intakes within required program software
· Understands and enforces income guidelines and program criteria
· Creating, maintaining, completing and filing all program paper files
Lifeline offers health insurance, paid time off, paid holiday time off, and dedication to employee growth and satisfaction.
Job Type: Full-time, exempt
Pay: Staring at $20.00 - $22.00 per hour depending on experience and qualifications
Job Type: Full-time
Pay: $20.00 - $22.00 per hour
Benefits:
<ul>
<li>403(b)</li>
<li>403(b) matching</li>
<li>Health insurance</li>
<li>Paid time off</li>
</ul>
Work Location: In person

Financial Empowerment Program Coordinator

Financial Empowerment Program Coordinator

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