Volunteer Income Tax Site Coordinator
About The Position
The Volunteer Income Tax Site Coordinator oversees the daily operation of a VITA tax preparation site. The role ensures compliance with IRS guidelines, program requirements, and organizational policies while monitoring client flow and supporting efficient service delivery. The coordinator maintains program records, prepares required reports, and serves as the main point of contact for site-related concerns and operational issues. The coordinator trains, schedules, and supports volunteer tax preparers by providing ongoing guidance and technical assistance, answering tax preparation questions, and promoting a positive, collaborative volunteer environment. The role also prepares tax returns for eligible taxpayers after intake and interview, conducts quality reviews of returns prepared by volunteers and staff, assists clients with tax-related questions, and resolves rejected returns by explaining issues to taxpayers and facilitating corrections and resubmissions. This is a seasonal position based on business needs and availability. The position requires 30 hours of work weekly 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 after the intake and interview process.
- 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
Job Type
Full-time
Education Level
No Education Listed
