VITA Assistant Site Coordinator

Job Description

Job Description

VITA (Volunteer Income Tax Assistance) Assistant Site Coordinator is responsible for assisting the Site Coordinator to manage the day-to-day operations of a free tax preparation clinic, which serves low-to-moderate-income individuals while ensuring strict adherence to IRS and program-specific guidelines.Duties and responsibilities : Volunteer management

• Assist the Site Coordinator in managing a team of volunteer tax preparers, greeters, and quality reviewers.Site operations and compliance
• Assist in the enforcement of IRS Quality Site Requirements, with a focus on protecting taxpayer information and maintaining confidentiality.
• Ensure that quality reviews of completed tax returns are completed to ensure accuracy before they are filed.Client services
• Provide excellent customer service to clients and manage client flow.
• Address any client tax-related questions or issues that cannot be handled by a volunteer tax preparer.
• Set clear expectations for clients regarding the tax preparation process and timelines.
• Ensure clients are screened for eligibility and have all the required documents before their tax return is prepared.Program administration and reporting
• Complete the required IRS Site Coordinator Training and certify at the Advanced level for tax law.
• Help promote the VITA program through outreach efforts.Qualifications and skills :
• Commitment to the mission : A dedication to serving low-to-moderate-income communities and ensuring they have access to financial resources.
• Excellent communication : The ability to communicate clearly and efficiently with a diverse group of clients, volunteers, and partners.
• Highly organized and detail-oriented : Meticulous attention to detail to ensure accuracy, compliance, and timely reporting.
• Problem-solving abilities : The capacity to think strategically and address issues that arise during the tax season.
• Proficiency in tax software : Familiarity with tax preparation software used by the VITA program (e.g., TaxSlayer).
• Tax knowledge : Previous experience with tax preparation and completion of the Advanced IRS certification is required.