Job Description
Job Description:
- Serve as front-desk reception: greet visitors, answer phones, monitor shared inboxes, and route inquiries.
- Manage office calendar; create blocks/links, confirm appointments, send reminders, manage waitlists, and no-shows.
- Coordinate room bookings, sign-in sheets, and basic event set-up.
- Maintain office organization: supply inventory, print/copy stations, filing (digital & physical).
- Draft/proof routine correspondence, flyers, and forms; keep shared folders and templates up to date.
- Maintain accurate client records and case notes per CBFL policies and data-security standards.
- Support intake/check-in, document scanning, and appointment confirmations during tax season.
- Handle sensitive documents in compliance with IRS and CBFL procedures.
- Track volunteer schedules and certifications; help organize site signage and resource stations.
- Preferred: Complete IRS VITA certifications.
- Assist with grading of objective assignments per rubric, prepare classroom materials (handouts, slides) and upload resources
- Provide tutoring/workday support during scheduled sessions; assist with attendance/proctoring per policy.
- Order required materials for tax planning and financial planning sessions (forms, folders, calculators, toner).
- Lead CBFL outreach on campus such as OR 100 small class, freshman year experience sessions, and other events as assigned.
- Assist with outreach (table, flyers, campus announcements) and day-of event support.
- Other duties as assigned
Required Qualification
Bachelor's degree from an accredited institution
Acceptance into a graduate degree program at Campbellsville University
Must maintain graduate student enrollment throughout the appointment
Successful background check
Valid driver's license with an acceptable driving record
The Graduate Assistant a 20-hour per week position.
.
Preferred Qualifications
Previous experience with the VITA (Volunteer Income Tax Assistance) program is preferred.
Completion of at least one of the following courses is preferred: BA 324, BA 620, ECO/FIN 343, or BA 422.
- Serves as a lead support for CBFL operations, coordinating scheduling and client services,
advanced VITA administration, instructional support, and data/reporting. May mentor
student workers and volunteers.
Justification:
- Supports CBFL's office operations, scheduling, reception, course support, and VITA site
administration.
- Ideal for students with strong organization, customer service, and confidentiality awareness
(FERPA/IRS).
- Serve as front-desk reception: greet visitors, answer phones, monitor shared inboxes, and route inquiries.
- Manage office calendar; create blocks/links, confirm appointments, send reminders, manage waitlists, and no-shows.
- Coordinate room bookings, sign-in sheets, and basic event set-up.
- Maintain office organization: supply inventory, print/copy stations, filing (digital & physical).
- Draft/proof routine correspondence, flyers, and forms; keep shared folders and templates up to date.
- Maintain accurate client records and case notes per CBFL policies and data-security standards.
- Support intake/check-in, document scanning, and appointment confirmations during tax season.
- Handle sensitive documents in compliance with IRS and CBFL procedures.
- Track volunteer schedules and certifications; help organize site signage and resource stations.
- Preferred: Complete IRS VITA certifications.
- Assist with grading of objective assignments per rubric, prepare classroom materials (handouts, slides) and upload resources.
- Provide tutoring/workday support during scheduled sessions; assist with attendance/proctoring per policy.
- Order required materials for tax planning and financial planning sessions (forms, folders, calculators, toner).
- Lead CBFL outreach on campus such as OR 100 small class, freshman year experience sessions, and other events as assigned.
- Assist with outreach (table, flyers, campus announcements) and day-of event support.
- Other duties as assigned.
Required Qualification
- Bachelor's degree from an accredited institution.
- Acceptance into a graduate degree program at Campbellsville University.
- Must maintain graduate student enrollment throughout the appointment.
- Successful background check.
- Valid driver's license with an acceptable driving record.
- The Graduate Assistant a 20-hour per week position.
Preferred Qualifications
- Previous experience with the VITA (Volunteer Income Tax Assistance) program is preferred.
- Completion of at least one of the following courses is preferred: BA 324, BA 620, ECO/FIN 343, or BA 422.