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.