VITA Site Coordinator

United-Way; Fort Worth (TX); On-site; USD 21,000 - 30,000; Part time

Job summary

United Way of Tarrant County is seeking seasonal VITA Site Coordinators to support the VITA Team from January 2027 through April 2027 at identified sites in Tarrant County. You will oversee daily site operations, supervise volunteers, and ensure accuracy of tax returns while adhering to IRS requirements.

The role requires excellent customer service, strong communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Eligible to work in the United States (no sponsorship).
• Excellent analytical and networking skills.
• Able to work in a fast-paced environment.
• Flexible with evenings and weekends.
• Prior supervisory experience preferred.
• Experience with VITA preferred.
• 1-2 years of customer service experience.
• Ability to manage multiple tasks and meet deadlines.
• Strong written and verbal communication skills.
• High degree of accuracy in documentation.

Responsibilities

• Oversee daily operations of the VITA site and ensure efficient client flow.
• Supervise staff and volunteers; provide guidance on workflow and problem solving.
• Ensure IRS Quality Site Requirements and privacy rules are followed.
• Monitor reports and complete required documentation.
• Verify volunteer identities and training levels.
• Maintain site supplies, equipment, and scheduling.
• Ensure 100% quality reviews for tax returns.
• Ensure secure handling of taxpayer information.
• Coordinate outreach and site communications.

Skills

Analytical skills

Networking skills

Oral and written communication

Team supervision

Customer service

VITA experience

Flexibility

Attention to detail

Computer proficiency

Tools

Databases

Microsoft Word

Microsoft Excel

PowerPoint

Job description

United Way of Tarrant County is searching to fill several temporary/seasonal positions to work with our VITA Team (Volunteer Income Tax Assistance program). This position will be employed from approximately January 2027 through April 2027, based upon community needs and acceptable performance.

The VITA Site Coordinator will be responsible for daily operations of an assigned VITA site within Tarrant County, including customer service, client flow, volunteer supervision, and tax return accuracy. Site Coordinators must provide daily guidance to staff and volunteers on workflow, problem solving, and task completion, and ensure that clients are being served efficiently.

Supervisory Responsibilities: Certified VITA Staff & VITA Volunteers (Intake Specialist, Greeters, Interpreters, etc.)

Essential Duties and Responsibilities:

• Understanding, implementing and adhering to all IRS Quality Site Requirements at assigned site, including privacy laws and rules.
• Monitoring and implementing IRS updates provided by the IRS SPEC Relationship Manager .
• Timely completion of all reports as required by VITA Program Manager. For example, Form 13206, Volunteer Assistance Summary Report Monthly and a weekly report).
• Validating ALL volunteer identities and certification training levels before allowing them to volunteer.
• Supervising VITA staff and volunteers working at the site.
• Developing and implementing processes for volunteers explaining logistics/systems used at the site.
• Developing and maintaining volunteer schedules to ensure adequate coverage, supplies, and equipment at the site.
• Ensuring adequate supplies and equipment are maintained at the site by notifying VITA Manager, VITA Coordinator or IRS as needed.
• Providing excellent customer service with the site host, volunteers, taxpayers and all other stakeholders.
• Monitoring site’s Intake/Interview Process and ensure all volunteers use Form 13614-C, Intake/Interview & Quality Review Sheet, for every tax return prepared.
• Ensuring 100% quality reviews are conducted by a designated or peer-to-peer quality reviewer. Publication 4012 includes a checklist that must be covered during the Quality Review Process.
• Verifying the site is using the correct SIDN and EFIN on all tax returns by monitoring your VITA staff and IRS provided software.
• Ensuring all taxpayers and spouses provide photo identification and that volunteers confirm SSN or ITIN for everyone listed on the tax return.
• Ensuring all taxpayers with returns out of the scope of the VITA/TCE Programs are told they are not eligible for traditional VITA/TCE tax return preparation and are referred to explore Free File options or use a professional tax return preparer.
• Ensuring the return preparers and the quality reviewers are exercising due diligence by advising taxpayers of their ultimate responsibility for information on their return.
• Ensuring all completed tax returns are electronically submitted within the required IRS VITA tax return submission policy.
• Ensuring any virtual processes are documented on the required IRS form and adhere to per the IRS Publication 4299 Privacy, Confidentiality, and Civil Rights a Public Trust.
• Reporting any potential violations of the IRS Volunteer Standards of Conduct to VITA Program Manager / Coordinator immediately.
• Monitor the security and confidentiality of taxpayer information, volunteer information, tax documents, equipment, and other program materials.
• Maintain organized and accurate site records, logs, forms, schedules, and other required documentation
• Support staff meetings and training, site opening, operational changes, and seasonal closeout activities and other program activities as assigned,
• Report any potential violations of the IRS Volunteer Standards of Conduct or other significant program compliance concerns to the VITA Program Manager immediately.

Essential Knowledge, Skills and Abilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Must be eligible to work in the United States (No Sponsorship)
• Excellent analytical and networking skills
• Work in a fast-paced environment
• Flexible and able to work occasional evenings and weekends; frequent evening and weekend hours will be required during United Way of Tarrant County open VITA season.
• Professionalism, discretion, and consideration working with a diverse population of volunteers and clients. Must be able to successfully manage differing interests and viewpoints
• Prior experience with VITA preferred
• 1-2 years of customer service experience, experience working with volunteers preferred.
• Prior supervisory experience preferred; Ability to serve as a strong team member is essential
• Ability to manage multiple tasks and meet deadlines effectively
• Ability to work independently and interdependently
• Demonstrated computer proficiency. Experience with databases as well as Word, Excel, and Power Point preferred
• Ability to use strategic thinking and use good judgment
• Must have excellent and effective oral and written communication skills, exhibiting strong group presentation skills
• High degree of accuracy in all work and documentation
• Additional duties as assigned

Educational Requirements:

Additional Requirements:

• Valid Texas driver’s license, minimum state insurance and reliable transportation, or ability to secure transportation, required for occasional driving between VITA sites.
• Reliable Internet access to support occasional remote work.
• Consistent communication skills; and familiarity with various client populations including low-income households such as homeless community members.
• Candidates must also have the ability to work effectively under pressure.
• Candidates must be able to pass the following IRS tests/trainings in timeframe required:
  • Volunteer Standards of Conduct
  • Intake/Quality Review,
  • Advanced Tax Law Certification
  • Site Coordinator Training

Personal Skills and Attributes:

• Fluency in English required; fluency in Spanish preferred and required for certain locations
• An individual with the utmost professional and personal integrity
• Personal values consistent with United Way mission
• Must be available to work 9 a.m.- 3 p.m. Monday-Saturday based on individual site schedule during open tax season. During tax season, the schedule will be adjusted to accommodate evening tax season hours. Will require evening and weekend work
• The primary work location for this position is at a UWTC office or assigned VITA location.
• Required staff meeting attendance weekly.

About United Way of Tarrant County