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Client Facilitator with AARP Tax-Aide

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ORGANIZATION: VANTAGE Aging RSVP

PROGRAM
AARP Foundation Tax-Aide provides free personal income tax counseling and tax preparation to middle- and low-income taxpayers, with special attention to those age 50 and older.

POSITION SUMMARY
The Client Facilitator(CF) works with the Local Coordinator/Shift Coordinator, performs check-in duties, provides an important first contact to the AARP Foundation Tax-Aide program for taxpayers and manages taxpayers’ initial activities.

RESPONSIBILITIES OF POSITION

  • Welcome taxpayers and ensure they are helped in an appropriate order by a Counselor
  • Welcome taxpayers and ensure they are helped in an appropriate order by a Counselor
  • Ensure that taxpayers have correct forms, documents, and personal identification required to accurately complete their tax return
  • Assist taxpayers in filling out portions of the Intake Booklet. The Client Facilitator may not address tax questions (unless also certified as a Counselor)
  • Review the taxpayer’s Intake Booklet and alert the LC/SCO when a taxpayer’s return may be outside of AARP Foundation Tax-Aide scope
  • Assist Counselors and the LC in maintaining an orderly file system of incoming and returning taxpayers and their status
  • Distribute any appropriate literature to taxpayers
  • May help make or confirm appointments
SKILLS & TRAITS
  • Conflict resolution skills
  • Conflict resolution skills
  • Ability to keep strict confidentiality
  • Strong communication skills
  • Team building skills
  • Ability to work with others
  • Dedication and commitment to Tax-Aide and its mission
  • Ability to respect and work with others without bias
  • Service oriented mind set
  • Strong people skills
TERM OF SERVICE AND ELIGIBILITY
The CF is appointed for a one-year term, contingent upon satisfactory annual review, and may be reappointed for subsequent one-year terms. Client Facilitators are eligible for other AARP or AARP Foundation volunteer positions.

TIME, TRAINING, AND TRAVEL REQUIRED
Time commitment varies according to geographic area and number of volunteers. The position usually requires more time from January to May. The CF must acquire the knowledge of all procedures associated with the program, and attend district meetings as directed by the LC. CFs must annually re-familiarize themselves with the "Policies and Procedures" training, pass the IRS Standards of Conduct and Intake/Quality Review tests and sign the IRS Volunteer Standards of Conduct (Form 13615). CFs travel locally to sites.

APPOINTMENT, SUPERVISION, AND SCOPE OF AUTHORITY
The CF is appointed by the Local Coordinator with concurrence of the District Coordinator and reports directly to the Local Coordinator.

AVAILABLE RESOURCES: This position description is a high-level overview and is designed to be used in conjunction with the Client Facilitator Guide located in the Portal Libraries > Tax-Aide: Position Information . The CF will be afforded the necessary guidance, training and materials needed to fulfill their responsibilities with support from the Local Coordinator and other district/state level leaders, National Office, and IRS.

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About VANTAGE Aging RSVP

Location:

388 S Main St., Ste. 235, Akron, OH 44311, US

Mission Statement

Promoting a positive perspective on aging.

Description

VANTAGE Aging promotes positive aging through a variety of programs and services for older adults. Our nonprofit organization serves 38 counties and is headquartered in Akron, Ohio. In Summit and Medina Counties, we facilitate the Retired and Senior Volunteer Program (RSVP) for those 55 and older who want to make a meaningful impact in the community. We also offer employment training, home care and home health aide assistance, nutrition and home-delivered meal services, alcohol and drug addiction counseling, and mental health and prevention services.

CAUSE AREAS

Community
Seniors
Community, Seniors

WHEN

We'll work with your schedule.

WHERE

Multiple locations Chagrin Falls, OH 44023

(41.3873,-81.3123)
 

SKILLS

  • Financial Auditing
  • ETC / Tax Assistance
  • Organization
  • People Skills
  • Project Management
  • Verbal / Written Communication

GOOD FOR

  • People 55+

REQUIREMENTS

  • Driver's License Needed
  • Background Check
  • Must be at least 55
  • Orientation or Training
  • You can choose which day you would like: Monday at the Bainbridge Branch Library, Tuesday at the Middlefield Branch Library, Wednesday at the Chardon Branch Library, or Thursday at the Geauga West Branch Library

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