VITA Site Coordinator

Description

General Summary:

The Site Coordinator is expected to provide effective clinic site management; communicate clear and consistent messages to volunteers regarding expectations, goals, measures, and outcomes and to ensure a successful filing season. This position is allotted 250 hours of limited time employment during the tax season, starting no sooner than December 1st. 

Principal Duties & Responsibilities:

• Ensures assigned sites have all processes in place to adhere to the ten Quality Site Requirements.
• Respond to routine telephone and e-mail inquiries and correspondence in a timely manner.
• Supervise volunteers working at assigned sites.
• Verify that every volunteer has signed and dated Form 13615, Volunteer Standards of Conduct Agreement –VITA/TCE Programs, prior to working at the site.
• Establish a process to ensure all IRS tax law-certified volunteer preparers and quality reviewers are assigned returns within their level of certification and within scope of the VITA/TCE Programs.
• Ensure tax returns are complete and ready for uality review by a designated or peer-to-peer quality reviewer. 
• Develop and maintain schedules for all volunteers to ensure there is adequate coverage, supplies, and equipment at your site. 
• Share and monitor adherence to the Volunteer Tax Alerts (VTA) and Quality Site Requirement Alerts (QSRA) with all volunteers.
• Provide exceptional customer experience to those we serve.
• Address and improve processes as needed, thinking quickly and with others in mind.
• Ensure clients’ documentation is secured and placed into appropriate files and within data management systems.
• Works in partnership with Program Coordinator to ensure effective program coordination and service delivery.
• Submit accurate and timely data reports and complete grant information as requested.
• Consistently perform all duties within the framework of our Core Values.
• Address taxpayer questions or concerns.
• Provide taxpayer support questions and inquiries regarding tax-related questions and appointment scheduling. 
• Review tax returns with tax payer and obtain signed Form 8879 IRS e-file Signature Authorization and State Tax Return signature page. 
• Work with project coordinator to prepare sites for tax season, including scheduling of appointments, communication and preparing documents and materials.

Requirements

Knowledge, Skills & Abilities Required or Preferred: 

• Business Acumen: Attention to detail with the ability to quickly learn and navigate complex tax laws and utilize technology effectively, coaching others to do the same. 
• Customer Focus: Approachable and patient providing consistent positive interaction with all internal and external customers. 
• Accountability: High level of integrity and confidentiality in handling sensitive financial information.
• Drive for Results: Finds solutions, resolves conflict, and proactively solves problems, providing the best possible solution to support the mission and organization. 
• Continuous Improvement: Open minded, with flexibility to improve quality of output. 
• Bilingual preferred, but not required.

Travel Required: Ability to travel up to 50%.

Education and/or work experience:

• Associate’s degree in finance, accounting, or a related field; or mix of equivalent years of related work experience and education. 
• Previous experience with personal income tax preparation. VITA experience strongly preferred.
• Has attained or is willing to attain the IRS VITA certifications:
• Volunteer Standards of Conduct 
• Intake/Interview/Quality Review
• Basic Tax Law
• Advanced Tax Law 
• Site Coordinator

Description of physical working environment: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Ability to operate a computer and other office equipment in an office environment.
• Occasionally lift or move up to 20 pounds. 

Other duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Employment Opportunity Employer:

Goodwill of South Central of Wisconsin provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.