Roman Corpuz Jr.

Assistant National Director for Tax-Aide (and some special programs) at AARP Foundation
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Contact Information
us****@****om
(386) 825-5501
Location
New Alexandria, Virginia, United States, US
Languages
  • Spanish, Tagalog, English -

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Credentials

  • IRS Advanced Certification for VITA Program
    Internal Revenue Service

Experience

  • AARP Foundation
    • United States
    • Non-profit Organizations
    • 200 - 300 Employee
    • Assistant National Director for Tax-Aide (and some special programs)
      • May 2018 - Present

      1. AS A QUICK RESPONSE TO THE COVID-19 PANDEMIC, introduced "DIY Taxes with Screen Sharing (Google Meet)" as an option to do taxes without contact between vulnerable taxpayers and volunteers. The program was rolled out nationally by a volunteer team I led within a month with 500+ volunteers from 37 States and helped 13,000+ taxpayers. 2. USED BEHAVIORAL ECONOMICS MESSAGING (e.g. Social Norms Pressure and Anchoring), WHICH HELPED ENCOURAGE 34,000 TAXPAYERS to save their tax refunds. 3. MANAGED THE VOLUNTEER LEADERSHIP AND VOLUNTEERS IN GREAT LAKES, which produces the most number of taxpayers helped in Tax-Aide. 4. SERVED AS STAFF LIAISON FOR THE NATIONAL TAX TRAINING COMMITTE, helping training experts (volunteers) train thousands of local volunteers in the US. - Show less

  • EDG (Microfinance Group)
    • Washington D.C. Metro Area
    • Senior Refugee Microfinance Officer & Clinic Director-Tax Program
      • Aug 2007 - Present

      1. SECURED OVER $2.1 M of grant money from various foundations for EDG's microfinance and tax programs. 2. OPENED A NEW MICRO-FINANCE OFFICE IN BALTIMORE CITY from ground up. 3. CREATED A "STEP-UP LOAN PROGRAM" with an aim to decrease loan denials and increase lending in the Metro DC area and Baltimore. 4. IN-CHARGE OF OPERATING A MICRO-FINANCE PROGRAM for refugees, asylees, and immigrants in the Metro DC area, so they have more options for self-sufficiency in their new country. 5. PROVIDED TRAINING AND TECHNICAL ASSISTANCE ON BUSINESS AND CREDIT to thousands of low-income individuals, including immigrants, refugees, asylees. Created a curriculum, which includes saving, budgeting, credit improvement, etc. 6. STARTED A TAX CONTROVERSY CLINIC in the Metro DC Area to help low-income individuals with tax issues with the IRS. 7. IMPLEMENTED A FREE TAX PREPARATION PROGRAM (VITA) which has helped more than 8,000+ clients take home $7.5 million in refunds and $2.1 million in earned income credits with the help of 100+ volunteers. 8. ASSISTED UNDOCUMENTED IMMIGRANTS and those ineligible for Social Security Numbers to report their taxes and participate in the US economy. 9. CREATED A "DO IT YOURSELF (D.I.Y) TAX PROGRAM" to coach clients to prepare their own taxes. With videos, teleconferences, and a training curriculum we developed, the program was expanded to more than 10 organizations in 6 states of the US. Show less

  • CDFI Coalition (Coalition of Community Development Financial Institutions)
    • Washington D.C. Metro Area
    • Consultant
      • Nov 2004 - Nov 2005

      1. SUCCESSFULLY RAISED grant funds for the coalition for its operations. 2. ASSISTED IN ORGANIZING the annual CDFI Conference 1. SUCCESSFULLY RAISED grant funds for the coalition for its operations. 2. ASSISTED IN ORGANIZING the annual CDFI Conference

  • The World Bank Group - Social Development Department (Social Analysis Team)
    • Washington DC
    • Program Consultant
      • Jun 2002 - Jun 2003

      1) MANAGED THE SOCIAL INDICATORS PROJECT to put together social indicators used in the Poverty Reduction Strategy Papers (PRSPs). 2) SUPPORTED THE SOCIAL ANALYSIS RESEARCH TEAM with various research tasks. 3) ASSISTED VARIOUS DEPARTMENT TEAM LEADERS WITHIN THE SOCIAL DEVELOPMENT DEPARTMENT in coming up with similar indicators for their teams/departments. 1) MANAGED THE SOCIAL INDICATORS PROJECT to put together social indicators used in the Poverty Reduction Strategy Papers (PRSPs). 2) SUPPORTED THE SOCIAL ANALYSIS RESEARCH TEAM with various research tasks. 3) ASSISTED VARIOUS DEPARTMENT TEAM LEADERS WITHIN THE SOCIAL DEVELOPMENT DEPARTMENT in coming up with similar indicators for their teams/departments.

  • Senate of the Philippines
    • Legislative Officer and Researcher
      • Aug 1998 - Sep 1999

      1) RESEARCHED AND WROTE BILLS for Senator Rene Cayetano. 2) AIDED THE SENATOR DURING SENATE HEARINGS. 3) RESEARCHED AND DRAFTED PRO-POOR AND PRO-JUSTICE RESOLUTIONS AND BILLS including a resolution that increased awareness, support, and budget for a national Micro-enterprise program in the Philippines. 1) RESEARCHED AND WROTE BILLS for Senator Rene Cayetano. 2) AIDED THE SENATOR DURING SENATE HEARINGS. 3) RESEARCHED AND DRAFTED PRO-POOR AND PRO-JUSTICE RESOLUTIONS AND BILLS including a resolution that increased awareness, support, and budget for a national Micro-enterprise program in the Philippines.

Education

  • Harvard University
    Strategic Management Certificate
    2018 - 2021
  • Georgetown University Graduate School of Foreign Service (Washington DC)
    Attended the Master of Science in Foreign Service Program, Foreign Service
    2001 - 2003
  • National Graduate Institute for Policy Studies (GRIPS), (Japan)
    Master of Science, International Development
    1999 - 2001
  • University of the Philippines-Diliman - School of Economics (Philippines)
    Bachelor's of Science, Economics
    1992 - 1996
  • Chevalier School, Angeles City (Philippines)
    1987 - 1992

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