Tax Site Coordinator

Position Summary

The Tax Site Coordinator is responsible for overseeing the day-to-day management of assigned free tax preparation sites, ensuring accurate, efficient, and compliant tax preparation services. This role involves maintaining high-quality customer service, supporting staff and volunteers, managing site operations, and achieving tax filing goals.

What You'll Do

• Site Operations Management: Oversee daily operations, coordinate setup, activation, and closure activities, manage workflow, monitor performance, and implement strategies to achieve service delivery goals.

• Staff and Volunteer Coordination: Coordinate schedules, monitor attendance and participation, support onboarding and training, provide guidance and coaching, and escalate concerns.

• Tax Preparation Quality and Compliance: Ensure returns are prepared according to IRS standards, monitor preparers, complete quality reviews, and maintain compliance with IRS requirements.

• Customer Service and Partner Relations: Maintain positive relationships, serve as primary contact, support efficient service delivery, address concerns, collect feedback, and ensure compliance with privacy and confidentiality requirements.

• Compliance, Documentation, and Risk Management: Ensure compliance with IRS guidelines, maintain documentation, monitor risk, and assist with monitoring visits and audits.

• Performance and Reporting: Track and report on filing goals, monitor performance indicators, and collaborate with leadership to address trends impacting productivity, quality, or customer satisfaction.

Qualifications

• A bachelor’s degree in business administration, Finance, Human Services, Workforce Development, or a related field from an accredited institution.

• Minimum of 3 years of experience in tax preparation, VITA programs, financial services, or a related field.

• Experience coordinating staff, volunteers, or customer service operations preferred.

• Strong knowledge of individual income tax preparation and federal tax law.

• Experience utilizing tax preparation software such as TaxSlayer or similar platforms.

• Experience working in high-volume customer service environments preferred.

• IRS Quality Review Certification required within first 90 days of employment and must be recertified yearly.

Benefits

Compensation: $26-$30 per hour

Equal Opportunity Employer

About Us: Mission - To build pathways out of poverty by leveraging partnerships and technology to connect people to existing resources, all through a unique one-stop shop. Single Stop’s vision is for every individual to have access to opportunities for achieving the American Dream.

Website: https://singlestop.org/