Free Tax Prep Project Manager

United Way of Central Alabama, Inc.; Birmingham (AL); On-site; USD 38,000 - 48,000; Full time

Job summary

United Way of Central Alabama, Inc. seeks a Site Coordinator to expand the Free Tax Preparation (VITA) program and support volunteers who make it possible. This hands-on role emphasizes collaboration, organization, and building partnerships to achieve financial stability for families.

The position requires coordinating site partners, training volunteers, and ensuring accurate returns and timely filing across Alabama. Weekend/evening work and travel within the state may be required.

Qualifications

• Three+ years professional work experience.
• Experience training and supervising volunteers, and professional experience with financial skills preferred.
• Knowledge of personal income tax law at state and federal level.

Responsibilities

• Identify new tax site partners/locations and formalize location.
• Provide ongoing training and support to volunteers.
• Provide oversight to tax volunteers and offsite locations on an ongoing basis.
• Maintain the My Way volunteer engagement platform as it relates to VITA and ensure volunteer hours are captured for reporting purposes.
• Complete annual IRS Certifications at the Advanced Level, and all other required Site Coordinator training.
• Supervise work of volunteer tax preparers to ensure accuracy of return preparation and adherence to IRS Quality Site Requirements, certification levels, and all policies and funder regulations.
• Mentor volunteers to develop their capacity, including responding to questions about processes, software, tax law or logistics, and ensure that volunteers sign in and out to document their time contributed.
• Develop and set up online scheduling using an appropriate tool for volunteers to sign up for tax preparation shifts.
• Monitor and manage volunteer availability to match with needs of program.
• Assist with the coordination of volunteer scheduling.
• Provide support to VITA Program Director during training sessions.
• Mentor volunteers after training to promote successful completion of certification and develop their capacity, including responding to questions about process, software, tax law or logistics.
• Ensure all needed documentation is collected from volunteers before they begin work, background checks are completed as needed, and volunteers sign in and out to document their time contributed.
• Provide support to volunteers preparing returns and assist with tax return preparation and quality review as required to ensure accurate and timely completion.
• Ensure that all completed returns to be electronically filed are submitted within 24 hours, preferably at the end of the same day, and monitor to identify returns with error messages to ensure they are resolved appropriately.
• Maintain weekly logs of return production for program management and required reporting.
• Other duties as assigned.

Skills

Tax law knowledge

MS Office & troubleshooting

Teamwork with volunteers

Public speaking

Education

Three+ years professional work experience

Job description

Make a meaningful impact in the community by helping expand United Way’s Free Tax Preparation program and supporting the volunteers who make it possible. This hands-on role is perfect for a collaborative, organized professional who enjoys building partnerships, solving problems, and helping individuals and families achieve greater financial stability.

Job Description

Responsible for the development of additional VITA sites and the recruitment and retention of volunteers. Provides direct tax assistance and oversight to volunteers during tax season.

Responsibilities:

• Identify new tax site partners/locations and work with management to formalize location.
• Provide ongoing training and support.
• Provide oversight to tax volunteers and offsite locations on an ongoing basis.
• Responsible for maintaining the My Way volunteer engagement platform as it relates to VITA and ensuring volunteer hours are captured for reporting purposes.
• Complete annual IRS Certifications at the Advanced Level, and all other required Site Coordinator training, as well as other training as identified to strengthen depth of tax law knowledge.
• Supervise work of volunteer tax preparers to ensure accuracy of return preparation and adherence to IRS Quality Site Requirements, certification levels, and all federal, state, and/or local policies and funder regulations.
• Mentor volunteers to develop their capacity, including responding to questions about processes, software, tax law or logistics, and ensure that volunteers sign in and out to document their time contributed.
• Develop and set up online scheduling using an appropriate tool for volunteers to sign up for tax preparation shifts.
• Monitor and manage volunteer availability to match with needs of program.
• Assist with the coordination of volunteer scheduling.
• Provide support to VITA Program Director during training sessions.
• Mentor volunteers after training to promote successful completion of certification and develop their capacity, including responding to questions about process, software, tax law or logistics.
• Ensure all needed documentation is collected from volunteers before they begin work, background checks are completed as needed, and volunteers sign in and out to document their time contributed.
• Provide support to volunteers preparing returns and assist with tax return preparation and quality review as required to ensure accurate and timely completion.
• Ensure that all completed returns to be electronically filed are submitted within 24 hours, preferably at the end of the same day, and monitor to identify returns with error messages to ensure they are resolved appropriately.
• Maintain weekly logs of return production for program management and required reporting.
• Other duties as assigned.

Qualifications

Knowledge & Skills

Knowledge of personal income tax law at state and federal level

Excellent computer skills including Microsoft Office and ability to learn to troubleshoot software issues

Able to work as a team member with volunteers and customers of diverse backgrounds and abilities

Public speaking ability

Education/ Experience

Three+ years professional work experience.

Experience training and supervising volunteers, and professional experience with financial skills preferred.

Requirements:

Reliable transportation

Proof of automobile insurance commensurate with State law

Background checks to include but not limited to criminal record, drug screen, and TB test

Normal office environment with occasional overtime and travel throughout the state

Weekend and/or evening work seasonally required.