VITA Site Coordinator

United Way of Tarrant County•Fort Worth, TX

2d•Onsite

About The Position

United Way of Tarrant County is hiring several temporary/seasonal VITA Site Coordinators for approximately January 2027 through April 2027, based on community needs and acceptable performance. The coordinator manages daily operations at an assigned Volunteer Income Tax Assistance (VITA) site in Tarrant County, including customer service, client flow, volunteer supervision, and tax return accuracy. The role provides daily guidance to staff and volunteers on workflow, problem solving, and task completion to help ensure clients are served efficiently. Supervisory responsibilities include certified VITA staff and volunteers, such as intake specialists, greeters, and interpreters. The Site Coordinator implements IRS Quality Site Requirements and related privacy and confidentiality rules, monitors IRS updates, oversees site procedures and records, and ensures tax returns are accurately reviewed and submitted in accordance with program requirements. The coordinator also supports staff meetings and training, site opening and closeout, operational changes, and other assigned program activities. The position is based at a United Way of Tarrant County office or an assigned VITA site. During open tax season, the coordinator must be available to work 9 a.m.–3 p.m. Monday through Saturday according to the site schedule, with schedules adjusted to include evening tax-season hours. Evening and weekend work is required, and weekly staff meeting attendance is required. Occasional driving between sites and occasional remote work are also noted.

Requirements

Must be eligible to work in the United States; sponsorship is not available.
Excellent analytical and networking skills.
Ability to work in a fast-paced environment and under pressure.
Flexible availability for occasional evenings and weekends; frequent evening and weekend hours are required during open VITA season.
Professionalism, discretion, and consideration when working with diverse volunteers and clients, including the ability to manage differing interests and viewpoints.
One to two years of customer service experience.
Ability to manage multiple tasks and meet deadlines effectively.
Ability to work independently and interdependently.
Demonstrated computer proficiency.
Office organization, management, and administrative skills.
Ability to think strategically and exercise good judgment.
Excellent oral and written communication skills, including strong group presentation skills.
High degree of accuracy in work and documentation.
High school diploma or GED.
Valid Texas driver’s license, minimum state insurance, and reliable transportation, or ability to secure transportation, for occasional travel between VITA sites.
Reliable internet access for occasional remote work.
Consistent communication skills and familiarity with client populations, including low-income households and people experiencing homelessness.
Ability to pass the IRS Volunteer Standards of Conduct, Intake/Quality Review, Advanced Tax Law Certification, and Site Coordinator Training within the required timeframe.
Fluency in English.
Personal and professional integrity and values consistent with the United Way mission.

Nice To Haves

Prior VITA experience.
Experience working with volunteers.
Prior supervisory experience; ability to serve as a strong team member is essential.
Experience with databases, Microsoft Word, Excel, and PowerPoint.
Associate degree preferred.
Fluency in Spanish is preferred and required for certain locations.

Responsibilities

Manage daily operations of an assigned VITA site, including customer service, client flow, volunteer supervision, and tax return accuracy.
Provide daily guidance to staff and volunteers on workflow, problem solving, and task completion.
Implement and adhere to IRS Quality Site Requirements, including privacy laws and rules, and monitor IRS updates provided by the IRS SPEC Relationship Manager.
Complete required reports on time, including Form 13206, Volunteer Assistance Summary Report Monthly, and weekly reporting.
Validate volunteer identities and certification training levels before they volunteer.
Supervise VITA staff and volunteers working at the site.
Develop and implement processes to explain site logistics and systems to volunteers.
Develop and maintain volunteer schedules and ensure adequate site coverage, supplies, and equipment.
Notify the VITA Manager, VITA Coordinator, or IRS as needed to maintain adequate supplies and equipment.
Provide excellent customer service to the site host, volunteers, taxpayers, and other stakeholders.
Monitor the Intake/Interview Process and ensure volunteers use Form 13614-C for every tax return prepared.
Ensure 100% quality reviews are conducted by a designated or peer-to-peer quality reviewer, covering the checklist in Publication 4012.
Verify the correct SIDN and EFIN are used on all returns by monitoring VITA staff and IRS-provided software.
Ensure taxpayers and spouses provide photo identification and volunteers confirm SSNs or ITINs for everyone listed on the return.
Ensure taxpayers whose returns are outside VITA/TCE scope are informed they are ineligible for traditional preparation and referred to Free File options or a professional tax preparer.
Ensure return preparers and quality reviewers exercise due diligence and advise taxpayers of their ultimate responsibility for return information.
Ensure completed tax returns are electronically submitted within IRS VITA submission policy deadlines.
Document virtual processes on the required IRS form and ensure compliance with Publication 4299 privacy, confidentiality, and civil rights requirements.
Immediately report potential IRS Volunteer Standards of Conduct violations and significant program compliance concerns to the VITA Program Manager or Coordinator.
Monitor the security and confidentiality of taxpayer and volunteer information, tax documents, equipment, and program materials.
Maintain organized and accurate site records, logs, forms, schedules, and other required documentation.
Support staff meetings and training, site opening, operational changes, seasonal closeout, and other assigned program activities.
Perform additional duties as assigned.