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Lifeline Inc.

Financial Empowerment Program Coordinator

Lifeline Inc.
Painesville, OH $20 - $22/hr Full time Posted 11h ago
Client Relations Client Service Data Processing Financial Services Leadership Management Microsoft Excel Microsoft Office Nonprofit Coordinator Office Suite Office Tools Productivity Tools Program Coordinator Spreadsheets Vita Volunteer Coordinator
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Job Description

Join Lifeline Inc. in Painesville, OH (onsite) and help deliver practical financial education that supports individuals and families through multiple community programs. This role coordinates Lifeline’s Financial Empowerment work, including Individual Development Account (IDA) and Buy Car programming, while also administering the seasonal Volunteer Income Tax Assistance (VITA) program. You will work with a team focused on employee growth and satisfaction, backed by a benefits package designed for long-term stability.

Compensation: USD $20.00–$22.00 per hour (starting rate based on experience and qualifications).

Why this role is a strong fit

  • Benefits that support you: 403(b) with matching, health insurance, paid time off, and paid holiday time off
  • Purpose-driven work: deliver financial education and oversee VITA operations that serve local households
  • Growth and satisfaction: dedication to employee growth and satisfaction

Responsibilities

  • Coordinate with the IRS for the VITA program, including required documentation, contracts, and clinic supply inventory
  • Recruit and manage VITA volunteer staff
  • Deliver and manage VITA training, including training for both volunteers and self
  • Schedule volunteers and clients for VITA clinics, including both on-site and remote clinic scheduling
  • Maintain adherence to all VITA deadlines
  • Prepare and present Financial Empowerment classes
  • Prepare, schedule, and support asset training for IDA and Buy Car programs
  • Build and maintain contacts and ongoing community partnerships across all programs
  • Ensure confidentiality for client and volunteer information
  • Support community outreach and resource acquisition for all programs
  • Ensure household eligibility for programs and enforce income guidelines and program criteria
  • Attend training or meetings for all programs as required
  • Collect client data and complete intakes within required program software
  • Create, maintain, complete, and file all program paper files

Requirements

  • Ability to pass IRS certification and help volunteers with their certification
  • Experience with the VITA program or tax preparation knowledge, including relevant forms and tax credits: 1040, Schedules 1, 2, 3, A, C, D, E, F, and tax credits
  • Ability to organize and lead groups through presentation of material
  • Strong oral and written communication, plus networking skills
  • Strong technology skills, including virtual appointments, reporting, and data entry for WORD, EXCEL, Google DOCS, and Google SHEETS
  • Case management experience
  • 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 or college course work in accounting or finance is preferred but not required

Tools & technologies

  • WORD
  • EXCEL
  • Google DOCS
  • Google SHEETS

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