VITA Tax Site Coordinator

Just A Start•Cambridge, MA

23h•Onsite

About The Position

Just A Start hosts Volunteer Income Tax Assistance (VITA) sites from January through April each year. The VITA Tax Site Coordinator works with the Financial Empowerment Program Manager to open, staff, and operate the sites in accordance with IRS regulations. The position supports two Cambridge tax clinic locations: 430 Rindge Avenue and 55 Norfolk Street. The role coordinates day-to-day site operations, clinic staffing, and volunteer scheduling; oversees tax return preparation, review, correction, and filing; monitors outstanding or unresolved returns; and supports compliance with IRS, VITA, and Boston Tax Help Coalition requirements. It also involves safeguarding taxpayer information, compiling program data, supporting end-of-season reconciliation and review, and communicating with taxpayers, volunteers, and program staff. The position is part-time and seasonal. Work is primarily on site, with some pre- and post-tax-season work possible remotely. The schedule is approximately 15–20 hours per week in November–December, up to 37.5 hours per week from January–April, and approximately 5–10 hours per week in May–June. During tax season, work includes three weekly clinics: one weekday clinic, one evening clinic (likely Wednesday), and one weekend-day clinic. Total work time in a week will not exceed 37.5 hours. Compensation is $35.00 per hour.

Requirements

Ability to obtain and maintain certifications required by the Boston Tax Help Coalition: IRS Volunteer Standards of Conduct, Intake/Interview, Quality Review, Advanced Tax Preparation, and Site Coordinator.
Strong organizational skills, attention to detail, and ability to manage multiple tasks in a busy service environment.
Strong communication and problem-solving skills, including the ability to work respectfully with taxpayers, volunteers, and program staff.
Ability to collaborate with volunteers and program staff to maintain an organized, welcoming, and reliable tax preparation service.
Proficiency with computers, Microsoft Office, email, and data systems.

Nice To Haves

At least two years of supervisory, site-coordination, tax-preparation, customer-service, or comparable high-volume operations experience.
Prior VITA, community tax-site, tax preparation, or seasonal program leadership experience.
Knowledge of TaxWise tax software.

Responsibilities

Coordinate day-to-day operations of the VITA sites with the Financial Empowerment Program Manager, including opening and closing the sites and ensuring clinic setup and readiness.
Coordinate clinic staffing, volunteer scheduling, and tax preparation capacity.
Participate in monthly Boston Tax Help Coalition meetings and trainings.
Oversee volunteer tax preparers, quality reviewers, and remote preparers to keep returns moving through preparation, review, correction, and filing.
Oversee the tax return process to ensure returns are prepared, reviewed, and filed promptly and correctly, escalating complex questions or issues to the Tax Site Consultant when necessary.
Monitor returns awaiting preparation, documentation, quality review, taxpayer follow-up, signatures, corrections, e-filing, or resolution.
Track and resolve rejected, delayed, or incomplete returns, escalating issues to the Tax Site Consultant when necessary.
Support the Financial Empowerment Program Manager in ensuring VITA services comply with IRS guidelines, VITA program requirements, and Boston Tax Help Coalition standards.
Protect taxpayer information by following site security protocols for handling, storing, and sharing tax documents and electronic records.
Compile tax preparation, quality, e-filing, and other required data for reporting to the Financial Empowerment Program Manager and program partners.
Support end-of-season reconciliation of tax returns, filing outcomes, unresolved cases, and the post-tax-season program review.
Attend weekly and as-needed meetings with the Financial Empowerment Program Manager and Tax Site Consultant.
Conduct taxpayer follow-up and communication and perform other tax-related administrative tasks.