About this role
Essential Duties and 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 reports as required.
- 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 exceptional customer service.
- Resolve rejected returns by contacting taxpayers, explaining issues, and facilitating corrections and resubmissions.
Operating Hours and Days
This is a seasonal position based upon business needs and availability. 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 certifications listed below
- Volunteer Standards of Conduct
- Intake/Interview & Quality Review
- Advance
- Military