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