Volunteer Income Tax Site Coordinator
About The Position
The Volunteer Income Tax Site Coordinator oversees the daily operation of a Volunteer Income Tax Assistance (VITA) tax preparation site. The coordinator maintains compliance with IRS guidelines, program requirements, and organizational policies; monitors client flow; and supports efficient service delivery. The role maintains program records, prepares required reports, serves as the primary contact for site-related operational concerns, and ensures timely transmission of returns and resolution of rejected returns. The coordinator trains, schedules, and supports volunteer tax preparers, provides ongoing guidance and technical assistance, and fosters a positive, collaborative volunteer environment. The coordinator also completes required IRS tax law training and certifications, prepares tax returns for eligible taxpayers after intake and interview, reviews returns prepared by volunteers and staff for accuracy and compliance, and assists clients with tax questions and customer service. This is a seasonal position based on business needs and availability. The position requires 30 hours of work per week throughout the tax season. Occasional evening and weekend work may be required as job duties demand.
Requirements
- Ability to work 30 hours weekly throughout the tax season.
- Experience working in a fast-paced environment.
- Ability to pass a background and drug screen.
- Complete and pass the IRS Volunteer Standards of Conduct certification.
- Complete and pass the IRS Intake/Interview & Quality Review certification.
- Complete and pass the IRS Advance certification.
- Complete and pass the IRS Military certification.
Responsibilities
- Oversee the daily operation of the VITA tax preparation site.
- Maintain compliance with IRS guidelines, program requirements, and organizational policies.
- Monitor client flow and ensure efficient service delivery.
- Ensure timely transmission of tax returns and resolution of rejected returns.
- Maintain program records and prepare required reports.
- Serve as the primary point of contact for site-related concerns and operational issues.
- Train, schedule, and support volunteer tax preparers.
- Provide ongoing guidance and technical assistance to volunteers.
- Foster a positive and collaborative volunteer environment.
- Assist volunteers with tax preparation questions and quality standards.
- Complete required IRS tax law training and certifications.
- Prepare tax returns for eligible taxpayers following intake and interview.
- Conduct quality reviews of tax returns prepared by volunteers and staff to ensure accuracy and compliance.
- Assist clients with tax-related questions and provide customer service.
- Resolve rejected returns by contacting taxpayers, explaining issues, and facilitating corrections and resubmissions.
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What This Job Offers
Career Level
Manager
Education Level
No Education Listed
