Tax Site Coordinator

Tax Site Coordinator

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. As part of this aim, the IRC has facilitated the Volunteer Income Tax Assistance Project, providing free tax preparation services for these community members.

Under the supervision of the Financial Empowerment Center Program Manager, the Tax Site Coordinator supports the coordination and day-to-day administration of the IRC's National Volunteer Income Tax Assistance (VITA) program in Sacramento, California. IRC's goal is to assist 4,000 taxpayers nationally, and 150 locally, in preparing their returns in a safe, culturally and linguistically appropriate manner.

Major Responsibilities:

• Oversee the day-to-day operations of the IRC's Volunteer Income Tax Assistance (VITA) site during tax season (January April 2025), including but not limited to:
• Creation of scheduling system for client appointments at each site
• Coordinating and providing technical support to volunteer tax preparers
• Supervision of virtual and in-person volunteer tax preparers
• Providing customer service to taxpayers, as needed
• Conducting quality reviews and electronically filing tax returns;
• Schedule customers for tax preparation
• Facilitate the launch of the VITA program including but not limited to:
• Recruitment and vetting of tax preparer volunteers
• Solidifying each site's plan for tax intake and document collection
• Train volunteers on tax preparation process
• 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;

Position Reports to: Financial Empowerment Center Program Manager

Position directly supervises: Interns and volunteers

Indirect Reporting: Site Director

Other Internal and/or external contacts:

Internal: IRC program staff, interns and volunteers

External: Community partners and economic empowerment programs.

Working Environment:

This role has a hybrid work environment with a mix of virtual and in-office days. The current hybrid schedule may change. The schedule includes:

• Virtual Work: Some days will be fully remote, allowing you to work from home.
• In-Office Work: Certain days will require you to be present in our main office; Standard, professional office environment;
• Some evening and weekend work hours will be required;
• Home internet required

Compensation: (Pay Rate: $32.15/hr). 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.

Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.

Professional Standards: All International Rescue Committee workers must adhere to the core values and principles outlined in IRC Way - Standards for Professional Conduct. Our Standards are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Safeguarding, Conflicts of Interest, Fiscal Integrity, and Reporting Wrongdoing and Protection from Retaliation. IRC is committed to take all necessary preventive measures and create an environment where people feel safe, and to take all necessary actions and corrective measures when harm occurs. IRC builds teams of professionals who promote critical reflection, power sharing, debate, and objectivity to deliver the best possible services to our clients.

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 $163 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, 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.