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job Title:  Tax Program Coordinator

Type: Temporary Full Time, grant-funded December through May
 
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
 
Volunteer Management:
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
 
Requirements:
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

Submit resume and cover letter to tarry.truitt@uwgmc.org. Write “Tax Program Coordinator” in email subject line.