Free Tax Prep Mobile Assistant Site Coordinator
About The Position
The United Way of the Mid-South (UWMS) is seeking a well-organized and independent leader to serve as a Mobile Assistant Site Coordinator for a Free Tax Preparation/ VITA (Volunteer Income Tax Assistance) mobile tax site providing free tax preparation at various locations. Assisting with overseeing a mobile free tax site, which offers free federal and state income tax preparation for qualifying families and individuals from January - April. With the guidance of Community Impact leadership, this individual will assist in the management of a Free Tax Preparation/VITA site.
Requirements
- A general understanding of income tax law is helpful, paid IRS-sponsored training will be provided
- Successful completion of the IRS advanced course is required to provide quality control, support, and guidance to volunteers
- Ability to work well in a fast-paced environment, and display a supportive and professional disposition with diverse populations
- Experience and comfort serving clients from diverse backgrounds
- Comfort with technology (computers, software, internet platforms, etc)
- Self-motivated with a high degree of flexibility, creativity, and independence
- Flexible schedule (some assignments will require weekend/evening work)
- Possess excellent organizational, leadership, and management skills
- Reliable transportation to drive to the tax site and transport all necessary equipment as needed.
- Flexible schedule (some assignments will require weekend/evening work)
- This position requires a valid Driver's License, car insurance and reliable transportation.
Responsibilities
- The Mobile Assistant Site Coordinator will assist in managing a mobile tax site for the tax season, providing Free Tax preparation at various locations.
- Helping to recruit, schedule and manage volunteer tax preparers for the season, ensuring all volunteers have obtained the necessary certifications.
- Conduct Quality Reviews of returns filed by fellow volunteers.
- Assist in site management including, maintaining confidentiality, client services, tax return review and transmission, and volunteer relations
- Provides support and guidance to volunteer staff who prepare electronic tax returns for low and moderate-income taxpayers.
- Responsible for the collaboration with the United Way Agency partners who will help in identifying potential clients for tax preparation.
- Assisting with tax preparation when necessary.
- Completing the Volunteer Standards of Conduct, Intake/Interview/Quality Review, Site Coordinator, advanced IRS Tax Law, HSA and Military certifications
- Assisting in providing regular reports to UWMS to support IRS reporting requirements.
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What This Job Offers
Career Level
Entry Level
Industry
Religious, Grantmaking, Civic, Professional, and Similar Organizations
Education Level
No Education Listed
Number of Employees
251-500 employees
