empowering people to become self-reliant

VITA Site Coordinator

VITA Site Coordinator

Primary Role:

The EITC Site Coordinator will coordinate the free tax site, making sure that the site runs smoothly.  The Site Coordinator solves any problems as professionally as possible keeping in mind that the clients are the top priority.  The Site Coordinator assures that all services rendered to the clients are done so in an atmosphere of respect.

Reports To:  EITC/VITA Program Coordinator

Duties:

Organizational Effectiveness

  • Coordinates the work of the tax preparers and greeters making sure that every detail is completed with the utmost accuracy and efficiency.
  • Greets clients and prepares tax returns when necessary to accommodate clients.
  • Responds to tax-related questions from tax preparers; being familiar with the IRS reference materials, publications, and telephone numbers.
  • Handles any problem that a client may have while maintaining control over the operation of the tax site; acting as a mediator if there is a disagreement;; acting in the best interest of safety in all situations, and notifying the Program Coordinator as a last resort.
  • Be available at all times during open hours of operation.
  • Closes the tax site—shutting down all computers, stores the laptops, printers, cables, and supplies in a secured area; making sure the site is left in a neat and orderly fashion.
  • Arrives early to set up computers, distributes supplies, log in tax software.

 

Risk Management

  • Maintains complete confidentiality of all information and records.
  • Creates a backup of the returns done on each computer, collecting the paper returns, and delivers them to the Program Coordinator as soon as possible the next morning.

Reasoning Ability

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to walk, stand, crawl, bend, stoop, climb, use hands to finger, handle, or feel; and reach with hands and arms, here. The employee frequently required to sit and talk. The employee may occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job includes close vision, distance vision, peripheral vision, and depth perception.

Work Environment

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is rarely exposed to outside weather conditions. The noise level in the work environment is usually low to moderate.

Specification

  • The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.

Licenses, Registrations, Certifications

  • Valid Driver’s License and reliable transportation that may be used in the performance of duties.

Qualifications:

  • The Bi-Lingual Site Coordinator must possess an Associate’s Degree and basic tax knowledge (Form 1040, 1040A, and Form 1040EZ) and knowledge of Earned Income Tax Credits and other tax credits will be helpful.
  • Should possess a working knowledge of computer usage.
  • Must have communication skills to interpret especially for the Hispanic tax payers and be able to work flexible schedules.