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Posted 11/12/14 at the following link:

Income Tax Prep Site Coordinator
Burten, Bell, Carr Development, Inc – Cleveland, OH


Overview of Position

Site Coordinators will help to recruit and supervise volunteers at their respective Volunteer Income Tax Assistance (VITA) site. Site Coordinators are responsible for troubleshooting minor technical issues with the TaxWise software, answering client and volunteer’s tax questions, attending mandatory site coordinator training and all Site Coordinators must obtain Site Coordinator Certification as well Advanced Level IRS Certification. Site Coordinators will also be responsible for weekly reporting and end-of-season debriefing with Cuyahoga EITC Coalition staff.


Key Responsibilities:

*Assist with the recruitment and retention of volunteers.
*Supervise all volunteers
*Assure all volunteers receive their IRS certification and prepare returns only up to that level.
*Manage volunteers’ schedules and assure volunteer coverage conforms to tax site schedule.
*Publicize free tax preparation.
*Provide expertise and assistance upon request or as needed by volunteers.
*Ensure that portable equipment is under the care of a volunteer and/or the site coordinator at all times.
*Ensure confidentiality of all sensitive information from clients and volunteers.
*Respond to client questions and resolve problems as they arise and in a timely manner.
*E-filing all tax returns within 24 hours of their completion.
*Ensures that Quality Reviews are being completed for all tax returns.
*Ensure that rejected returns are corrected and resubmitted within the allotted time.
*Work directly with IT department if software issues arise
*Work directly with 211/First Call For Help for appointment scheduling and to create and maintain an open line of communication
*Performs all responsibilities that will ensure the safe and efficient operation of the VITA center.
*Follow all IRS and Coalition rules and requirements put forth to ensure taxpayer and volunteer satisfaction and safety.
*Create a positive experience for volunteers and clients seeking services from a VITA site.



*Must be able to work flexible hours from January through April.
*Excellent organizational and leadership skills.
*Strong verbal communication skills.
*Good interpersonal skills and comfort with a wide range of people.
*Demonstrated computer skills to operate tax preparation software and other activities related to tax preparation and volunteer coordination.
*Ability to problem solve and resolve conflict.
*Ability to take initiative and work with minimal supervision.

Please apply via

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