Summary: The Tax Program Coordinator will oversee all aspects of Mercer County’s free tax program (VITA) during tax season. The Tax Program Coordinator will work in conjunction with the Community Impact Department at United Way of Greater Mercer County to ensure programmatic goals and grant deliverables are met.
Site Coordination Management:
• Overall technical management all VITA tax sites in the Mercer CASH Campaign during tax season
• Accountable to IRS, Grants Manager on all issues concerning the tax program
• Assist with grant management and data collection
• Oversight of opening and closing the tax sites on each operating day
• Manage any taxpayer issues along with Site Coordinators
• Liaison with the tax software and IRS
• Ensure all equipment is in working condition and troubleshoot as needed
• Conduct all mandatory site coordinator meetings
• Distribute Site Coordinator’s Weekly email
• Complete, review and transmit tax returns when needed
• Manage the assignment of volunteers to specific tax sites and volunteer shifts
• Ensure all volunteers adhere to the Volunteer Standard of Conduct and Quality Site Requirements along with site coordinators
• Sign each Volunteer Standards of Conduct Agreement (Form 13615), acknowledging that you have verified the required certifications and proper identification for all volunteers prior to allowing them to work at the VITA/TCE site.
• Coordinate training logistics
• Be available to communicate regularly with volunteers and site coordinators through emails
• Support tax site coordinators to ensure they have appropriate materials and volunteers
• Develop volunteer retention strategies
• Enroller Agent or a CPA license required
• Experience completing tax returns in a professional required
• Experience with volunteer management required
• Must have flexibility with scheduling, including evenings, weekends, and early mornings
• Must have a vehicle, a valid driver’s license, and be comfortable driving, parking, and conducting outreach in urban areas
• Must be able to lift 30 lbs. of equipment in and out of a car
• Work in conjunction with the Community Impact Department
• Provide daily and weekly updates of progress through phone calls, emails or face to face meetings
IRS Training Requirements:
• Complete Tax Law training, electronic filing software training, and the submission and signing of the Confidentiality Statement
• Successfully pass Tax Law tests (Advance, HSA; Link and Learn; www.irs.gov)
• Complete the IRS Volunteer Standards of Conducts, Intake and Interview training and testing
• Complete SPEC Site Coordinator Training
• Sign the Volunteer Standards of Conduct Agreement (Form-13615)
Skills and Experience:
• Team-oriented personality; willingness to help where needed
• Good communication skills, pleasant and personable manner
• Attention to detail; Ability to multi-task; proactive problem solver
• Ability to use and troubleshoot technology including computers, printers, hotspots, internet, and web-based platforms
UNITED WAY CORE COMPETENCIES FOR ALL STAFF
● Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
● Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
● Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
● Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
● Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.