Tax Assistance Site Coordinator

Description

We’re looking for enthusiastic individuals who are passionate about helping others and making a difference during tax season.  Join our team to support free tax preparation services, work alongside dedicated volunteers, and help ensure families receive the assistance they need.

Job Description

Assist Free Tax Preparation Program Director with site operations, volunteer supervision and development, and compliance with IRS requirements and safety protocols.

Responsibilities

• Complete annual IRS Advanced Certification and all required Site Coordinator training courses.
• Day to day oversight of volunteer tax preparers to ensure accurate returns and compliance with IRS Quality Site Requirements, certification levels, and applicable policies.
• Assist with volunteer training and assist with following up with volunteers needing support to complete certification.
• In collaboration with Free Tax Prep Project Manager, mentor and support volunteers with tax law, software, process, and site-operation questions; ensure volunteers properly document their time.
• Assist with tax preparation and quality review as needed.
• Work with the Free Tax Prep Program Director to manage work-in-process, reconcile appointments, and ensure returns are prepared and quality reviewed timely.
• Ensure completed returns are electronically filed within 24 hours when possible and monitor and resolve e-file errors.
• Maintain weekly return-production logs for program reporting.Perform other duties as assigned.

Qualifications

Knowledge & Skills

Knowledge of federal and state personal income tax law

Proficiency with Microsoft Office and ability to troubleshoot basic software issues.

Ability to work effectively with volunteers and customers of diverse backgrounds and abilities

Education/ Experience

Bachelor’s degree preferred.

Experience training and supervising volunteers and/or providing financial services preferred.

Working Conditions

Normal office environment with occasional community-based work and travel to program sites.

Some evening and weekend work may be required.

United Way of Central Alabama Mission & Core Values

Mission: To increase the organized capacity of people to care for one another and to improve their community.

Core Values

• Put People First: Respect every person, value employees, foster inclusion, serve others, and lead by example.
• Serve the Community: Understand and meet community needs while making the community better through our work.
• Do the Right Thing: Act with integrity, honesty, transparency, accountability, and a commitment to excellence.
• Be Collaborative: Build strong teams and trusted partnerships, work strategically, and unite around shared goals and measures of success.