Free Tax Prep Project Manager

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

United Way of Central Alabama Mission & Core Values

Mission: To increase the organized capacity of people to care for one another and to improve their community.

Core Values

• Put People First: Respect every person, value employees, foster inclusion, serve others, and lead by example.
• Serve the Community: Understand and meet community needs while making the community better through our work.
• Do the Right Thing: Act with integrity, honesty, transparency, accountability, and a commitment to excellence.
• Be Collaborative: Build strong teams and trusted partnerships, work strategically, and unite around shared goals and measures of success.