Tax Site Specialist

Job Overview:

Under the supervision of the IRC Financial Coach, the Tax Site Specialist supports the coordination and day-to-day administration of the IRC’s National Volunteer Income Tax Assistance (VITA) program New York, NY. IRC’s goal is to assist taxpayers in preparing their returns in a safe, culturally, and linguistically appropriate manner.

Major Responsibilities:

• Coordinate the day-to-day operations of the IRC’s Volunteer Income Tax Assistance (VITA) site during tax season (January – April 2023), including but not limited to:
  • Create scheduling system for client appointments at each site
  • Coordinate activities of and provide technical support to volunteer tax preparers
  • Supervise the activities of virtual and in-person volunteer tax preparers
  • Provide customer service to clients, as needed
  • Conduct quality reviews and electronically file tax returns;
  • Schedule customers for tax preparation
• Facilitate the launch of the remote VITA program including but not limited to:
  • Recruit and vet tax preparer volunteers
  • Solidify each site’s plan for tax intake and document collection
• Conduct outreach for VITA program
• Complete the IRS Link and Learn tax training at the Advanced level as well as the Site Coordinator Training;
• Assist with data collection and reporting;
• Ensure compliance with IRS and VITA program policies and procedures, as well as IRC policies;
• Other duties as assigned

Job Requirements:

• Undergraduate degree in finance, accounting, or a related field; or mix of equivalent years of related work experience and education preferred;
• Previous experience as a VITA volunteer strongly preferred;
• Previous experience with personal income tax preparation strongly preferred;
• Experience in a non-profit organization preferred;
• Excellent customer service skills, including experience working with a diverse client base;
• Strong written and verbal communication skills, including the ability to make presentations as well as the ability to supervise a large, diverse group of volunteers;
• Strong organizational skills and high level of attention to detail;
• High level of computer literacy; familiarity with TaxSlayer software highly preferred;
• High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams;
• Strong commitment to economic empowerment of low-income and underserved populations;
• Excellent written and verbal English;

Working Environment***:***

• Standard, professional office environment;
• Some evening and weekend work hours will be required;

Compensation: Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

Commitment to Diversity and Inclusivity: IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.

Gender Equality: IRC is committed to narrowing the gender gap in leadership positions. We offer benefits that provide an enabling environment for women to participate in our workforce including parental leave, gender-sensitive security protocols and other supportive benefits and allowances.

Professional Standards: The IRC and IRC staff must adhere to the values and principles outlined in IRC Way – Global Standards for Professional Conduct. These are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Beneficiary Protection from Exploitation and Abuse, Child Safeguarding, Anti-Workplace Harassment, Fiscal Integrity, and Anti-Retaliation.

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.