Financial Stability Program/VITA Intern (8-Month)


Unpaid Internship

Full Year

Job Summary:

At Community Partnership of the Ozarks we believe financial literacy and asset-building tools are the foundation of a healthy economic community. The Financial Stability Program consists of financial literacy education and the volunteer income tax assistance (VITA) program. This eight-month internship (September-May) consists of coordinating and supporting the VITA program by recruiting volunteers and participants, managing the appointment scheduling department, scheduling appointments, helping to promote the program within the public, and providing free tax filing services for families and individuals with income lower than $55,000 annually.

Reporting Responsibilities:

This position reports to the Director of Financial Stability (DFS) or the VP of Neighborhood & Community Development in the absence of the DFS.

Duties and Responsibilities:

  • Work up to 20 hours per week to assist with building appointment line protocols and procedures and training volunteers
  • Attend training sessions as needed for the role assigned in the tax preparation function
  • Pass the BASIC IRS tax-preparation certification exam by January 10, 2020
  • Work one VITA tax preparation shift per week in an outside clinic February 1 – April 15 (4 hours/week) in the role of Greeter or Tax Preparer
  • Work two VITA phone shifts per week January 14-April 15 (10 hours/week)
  • Assist in the office in completing Basic Level tax returns (4 hours week)
  • Plan the annual Volunteer Appreciation Event
  • Attend TAX-A-PALOOZA (one day tax clinic) on February 22, 2020 and recruit non-tax related volunteers to assist with the event
  • Develop promotional flyers and distribute as needed
  • Attend all mandatory meetings
  • Other duties as assigned

Essential Qualifications/Skills:

  • The desire to help the community to learn how to better utilize their financial resources
  • Attention to detail
  • Excellent oral and written communication skills
  • Ability to handle difficult clients with tact and politeness
  • Knowledge of Google Docs and Excel preferred
  • No previous experience or knowledge of taxes is required! You will receive thorough training for this role

Position Clarification:

Meeting deadlines is very important to the work done in this department. If you are a self-starter and looking for a great, positive place to build your resume or portfolio, you are encouraged to apply. This is a non-paid, volunteer position. This internship is best suited for students in the following majors: Business, Accounting, Finance, Communications/Marketing, Human Services, or Social Work but all applicants will be considered. Community Partnership of the Ozarks is an Equal Opportunity Employer.