Finance Jobs in Painesville, OH

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28d ago

Financial Empowerment Program Coordinator

Lifeline Inc. Painesville, OH

Painesville, OH

28d ago

$20 - $22/hr Full time Client Relations Client Service Data Processing

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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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