Coordinator, Education

Our Mission: The mission of the Financial Wellness Center is to support student well‑being and success by providing individualized financial counseling, education, programming, research, and advocacy to guide students in their lifelong financial wellness journeys. About the Position The Financial Wellness Center (FWC) is seeking a student-centered Program Coordinator to join our dynamic and nationally recognized team. This role offers a unique opportunity to directly impact student success and well‑being by directly supporting our Volunteer Income Tax Assistance (VITA) annual clinics, and events and programs geared towards financial planning and taxes. A candidate with experience with Volunteer Income Tax Assistance (VITA) and VITA IRS certifications is preferred. About Student Affairs Student Affairs is comprised of more than 20 departments and is focused on supporting student well‑being and success with the ultimate goal of assisting students in discovering their passion, people, and purpose. To that end, we aim to foster an environment that encourages employees to embrace innovative service delivery methods to best meet the needs of our students. As a result, students have the opportunity to participate in the creation of campus culture, collaboratively working alongside professional staff, student leaders, and academic partners. Student Affairs departments serve all students at the University of Utah, including undergraduate, graduate, and professional students who represent many communities, cultures, and nations. In order to best support our students, it is important that staff stay aware of issues and best practices related to student development, identity, and sense of belonging, both locally and nationally.

Responsibilities: Support FWC’s IRS VITA Site Coordinator, acting as the primary point of contact for the VITA program including appointment scheduling and volunteer communications. Co-coordinate day-to-day operations of the VITA tax clinic, including volunteer recruitment, onboarding, and scheduling, and recognition/ appreciation efforts throughout the tax season. Ensure compliance with IRS training, certification, and reporting requirements, including quality review of prepared returns, e‑file transmission timelines, and maintenance of required volunteer and site records. Escalate site-level compliance issues, volunteer conduct concerns, or IRS -facing risks in a timely manner. Student Staff Supervision Provide leadership, mentorship, and day-to-day support for student peer mentors, including coordinating schedules and project responsibilities. Train, coach, and develop student peer mentors on the Financial Planning and Taxes Track, fostering professional growth and high‑quality service delivery. Support the recruitment, onboarding, engagement, and ongoing development of student peer mentors. Financial Counseling and Educational Programming Provide specialized financial counseling with expertise in tax‑related matters, personal financial planning, student loans, and debt management Develop and maintain learning modules, educational presentations, specialized training, and other tailored programs as needed. Collaborate with FWC staff and peer mentors to continuously improve program and module effectiveness. Specialized Projects & Initiatives Support the FWC leadership on specialized financial wellness projects and initiatives. Assist with data tracking, reporting, and assessment. Provide general administrative and coordination support as needed to ensure smooth program operations.

Disclaimer: This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.

Minimum Qualifications: Bachelor’s degree in a related area or equivalency (one year of education can be substituted for one year of related work experience) 2 years related experience required. Demonstrated human relations and effective communication skills also required. Department‑Specific Qualifications Requires a Bachelor’s degree in Finance, Accounting, Business, or related field, or equivalency (one year of education can be substituted for one year of related work experience) Required to obtain IRS VITA / TCE Basic, Advanced, Foreign Student, Quality Review, and Site Coordinator certifications within the first tax season; prior IRS VITA / TCE certification strongly preferred. Required to obtain Accredited Financial Counseling (AFC) Certification Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Additional Information: The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules. This position may require the successful completion of a criminal background check and/or drug screen. The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities. Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both. To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX (OEO). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at the: University of Utah Non‑Discrimination page. Online reports may be submitted at https://oeo.utah.edu https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South. As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period. Required fields are indicated with an asterisk (*).

• Do you have a related Bachelor's degree or equivalency? (1 years related work experience may be substituted for 1 year of education) Yes