VITA Site Coordinator

DEFINITION AND PURPOSE:
This is seasonal, part-time (20 hours weekly) contract position, Monday-Friday (hours will vary, but availability between 9:30AM-6:00PM is required). Do not apply if your schedule will not allow you to work during these times. Assist with the coordination of TAP’s VITA program and Tax Clinic. The goal of the Tax Clinic is to help eligible working individuals and families to access the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC), as tools for upward mobility.  Position involves marketing the tax clinic services to eligible taxpayers who qualify for the EITC and CTC, preparing federal and state income tax returns using IRS online system, collecting data necessary for reporting purposes, completing virtual preparation process with “GetYourRefund” customers, and assisting the Program Coordinator in quality reviewing all tax returns prepared through the VITA program.  This position will begin late-January 2025 (TBD) and will end between April 16-April 30, 2025 (depending on need of tax services). 

RESPONSIBILITIES: 

• Ensure the site adheres to IRS VITA quality guidelines and standards;
• Support volunteers by answering questions, problem solving and correcting errors;
• “Quality Review” all prepared tax returns to ensure accuracy prior to printing and submission to IRS;
• Complete all required trainings throughout the tax season;
• Must ensure tax returns are 100% accurate without errors by verifying tax documents and all supporting documentation;
• Review documents uploaded in “GetYourRefund” and verify eligibility for tax preparation; Complete interviews, prepare tax returns and review tax returns with taxpayers who use “GetYourRefund”;
• Assist with intake process; Ensure the intake and interview process is complete prior to collecting tax customer information; Direct taxpayers on how to track refund status;
• Maintain demographics for reporting purposes of all taxpayers eligible and receiving benefits through social services;
• Assist the Program Coordinator with supervising the clinic in the absence of the Program Coordinator and help to keep the tax clinic operating smoothly, quickly, and efficiently;
• Help to maintain a healthy and safe environment by sanitizing work stations regularly, and wearing protective gear as required.

ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES: 

• Must ensure all rules of VITA program are followed
• Possess a working knowledge of ADVANCED tax preparation
• Be able to multi-task, and prepare tax returns quickly and accurately
• Strong problem-solving, organizational and customer service skills
• Ability to communicate effectively with taxpayers and volunteers

TRAINING, EDUCATION AND EXPERIENCE: 

• Tax Law and Preparation knowledge; Experience in tax preparation, accounting, human services or a similar field increasing asset development and financial education
• Knowledge and proficiency with using the Internet and ability to utilize IRS online tax preparation system.

SPECIAL REQUIREMENTS: 

• Must have reliable transportation that ensures arriving to work at the designated time for tax clinic operations.
• Must be able to complete “GetYourRefund” system training within two weeks at your own pace.
• Must complete IRS-required training and pass four (4) IRS tests within one week of contract date. The online training is available beginning December 1, 2024.
• Must be able to work in a fast paced environment.