Tax Site Coordinator

A nonprofit organization in New York City is actively seeking an analytical and dynamic professional to join their staff as their new Tax Site Coordinator. In this role, the Tax Site Coordinator will implement and oversee onsite aspects of tax site operations.



Responsibilities



The Tax Site Coordinator will:

• Assist the Operation Manager set up site for tax preparation services


• Oversee the day to day adherence to site procedures by tax preparers, admin staff, intake, and volunteers


• Participate in the training process for VITA site staff, and ensure that the staff is trained and certified to prepare tax returns


• Maintain a working relationship with the local Internal Revenue Service (IRS) office


• Monitor tax preparer for errors and adherence to tax laws, regulations, and site procedures and that staff members are only preparing returns at their certification level


• Ensure the privacy and confidentiality of the tax returns prepared at the VITA site, as described in Publication 4299, Privacy and Confidentiality, and that these requirements are adhered to by the staff as well as the quality of the returns and ensure that quality reviews are performed


• Ensure that the site is adequately staffed 


• Maintain a record of volunteer agreements for all certified and non-certified staff


• Ensure each member of the staff has a copy of Publications 17 and 4012 at the workstation


• Ensure that copies of Quality Alerts are distributed to each staff member to review

Qualifications

• Bachelor’s degree and/or equivalent experience


• 3 years of experience in the tax preparation field and strong knowledge of personal income taxes as well as tax law knowledge


• Strong communication and organizational skills


• Good attention to detail


• Excellent follow-up skills


• Ability to multitask

Desired skills

• Bilingual, English and Spanish


• Management and/or supervisory experience

Salary : $100,000 - $130,000