VITA Site Manager

About the role

The Site Manager is responsible for the smooth operation and success of the free tax return preparation program (VITA) at the Guadalupe Community Center, a mega site, and the elderly tax clinic (TCE) site. This position will assist the VITA Director and often be the primary staff person on site when sites are open.

Responsibilities

• Collaborate with Human Resources on matters concerning recruitment, hiring, verification, training, and supervision of temporary employees.
• Develop and implement employee development plans for program employees.
• Oversee temporary employees hired for the year-round tax clinic and manage timesheets for VITA Staff.
• Become IRS Certified at the advanced tax preparation level annually to better assist VITA volunteers during training.
• Provide onsite supervision, support, and guidance to VITA Staff and tax preparation volunteers.
• Ensure adequate volunteer coverage, supplies, forms, and equipment are maintained at the tax site.
• Monitor volunteers and staff to ensure quality review is being conducted and privacy is maintained.
• Support volunteers by answering questions, solving problems, and correcting errors.
• Work with volunteers and taxpayers to address returns that the IRS filing center has rejected.
• Initiate and complete the Intake/Interview Quality Review form with each assigned taxpayer as needed.
• Review all tax information for relevance, accuracy, and completion.
• Assist with entering client’s information into Charity Tracker.
• Ensure compliance with federal IRS rules and regulations.
• Assist with taxpayer requests and inquiries.
• Provide a variety of duties involved in supporting the administrative operations of the assigned VITA site.
• Transmit each tax return completed using the Tax Slayer filing system.
• Periodically review quality assurance outcomes and update systems in place for quality review and reducing rejection rates of tax returns.
• Conduct necessary and timely follow-up as needed.
• Manage ITIN appointments, mail out letters, and database.
• Assist with ITIN applications and renew ITIN Certification annually.
• Become a Certified Acceptance Agent to process W-7 forms for all ITIN applications.

Requirements

• High School diploma or GED.
• Minimum of 1 year of experience in preparing taxes with at least 1 year of experience in TaxSlayer Software and/or customer service experience.
• Reliable transportation, valid driver's license, and valid vehicle insurance.
• Bilingual in English and Spanish required.

Qualifications

• Minimum of 3 years’ experience in preparing taxes, including basic tax law, and computer skills.
• Extensive working knowledge of basic tax law and time management.
• Experience in managing day-to-day site operations.
• Experience with computer software and online tax software (i.e., TaxSlayer software preferred).
• A solid grasp of customer service and professionalism.
• Must be detail-oriented, organized, self-motivated, work well independently, and on a team.
• Must have good written and verbal skills.
• Must have good critical thinking and problem-solving skills.

Skills

• Customer Service.
• Communication.
• Integrity/Honesty.
• Interpersonal Awareness.
• Focus.

Pay

$21 per hour.

Schedule

Must be able to work non-traditional hours as needed (evenings and/or weekends are required during VITA season).