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Site Coordinator Volunteer Description

The Site Coordinator volunteer manages all aspects of the VITA tax preparation site including operations, volunteer staff, and quality control.

Site Coordinator Volunteer Responsibilities:
  • Ensures the site is in compliance with all IRS VITA site requirements.
  • Communicates with APC and IRS staff on a regular basis.
  • Ensures that a quality review is conducted on each return prepared by volunteer tax preparers.
  • Ensures that all tax returns are electronically filed with the IRS in a timely manner and that acknowledgments are reviewed.
  • Ensures rejected returns are either corrected or the affected taxpayer contacted.
  • Ensures that VITA site is open as scheduled and adequately staffed.
  • Recruits volunteers and schedules volunteers for the site.
  • Promotes the VITA program throughout community.
  • Maintains accurate up-to-date records of volunteer certifications and volunteer hours.
  • Answers taxpayer questions regarding tax law or the client’s tax return.
  • Informs clients about other services available through the Atlanta Prosperity Campaign and its partners.

Site Coordinator Volunteer Qualifications:

  • Experienced with the VITA Program, or a tax professional.
  • Attend a Site Coordinator classroom training session.
  • Complete all training and certification requirements of Tax Preperar and Quality Reviewer positions.
  • Pass an IRS-certification exam through the Advanced Level.
  • Must be on-site during all VITA site hours of operation and additional hours as necessary.
  • Strong computer skills.
  • Strong analytical and problem-solving skills.
  • Strong organizational, time management, interpersonal and communication skills.
  • Ability to manage an all-volunteer staff.
  • Ability to work independently.
  • Bi-lingual (preferred but not required).
  • Works well with diverse populations of clients and volunteers.
Quality Reviewer Self-Study Training Instructions.doc43 KB