Description
The IRC in Sacramento's Financial Capabilities department supports English Language Learners and low- to moderate-income individuals in building their knowledge and skills in navigating US financial systems. The Tax Site Coordinator will support the coordination and day-to-day administration of the IRC's National Volunteer Income Tax Assistance (VITA) program in Sacramento, California.
Major Responsibilities:
- Oversee day-to-day operations of the VITA site during tax season (January – April 2025)
- Create scheduling system for client appointments
- Coordinate and provide technical support to volunteer tax preparers
- Supervise virtual and in-person volunteer tax preparers
- Provide customer service to taxpayers
- Conduct quality reviews and electronically file tax returns
- Schedule customers for tax preparation
- Facilitate the launch of the VITA program, including recruitment and vetting of tax preparer volunteers
- Conduct outreach for VITA program
- Complete IRS Link and Learn tax training at the Advanced level
- Assist with data collection and reporting
- Ensure compliance with IRS and VITA program policies and procedures
Job Requirements:
- Undergraduate degree in finance, accounting, or a related field
- Previous experience as a VITA volunteer or with personal income tax preparation preferred
- Excellent customer service skills
- Strong written and verbal communication skills
- Strong organizational skills and attention to detail
- High level of computer literacy
- Familiarity with TaxSlayer software preferred
- Strong commitment to economic empowerment of low-income and underserved populations
Benefits:
- 403(b) retirement savings plan with employer match
- Paid sick leave
- Access to Employee Assistance Program (EAP)
Compensation: $32.15/hr