Temporary Tax Site Coordinator jobs in United States
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The Fedcap Group · 1 month ago

Temporary Tax Site Coordinator

The Fedcap Group is seeking a Temporary Tax Site Coordinator to join their team in New York City. The role involves overseeing tax site operations, coordinating the establishment of the VITA site, and ensuring adherence to procedures by tax preparers and volunteers throughout the tax season.

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Responsibilities

Assisting the Training Manager set up the site for tax preparation services
Maintain a strong and positive relationship with our host site. The Site Coordinator should be in close and regular contact with their host counterpart, ensuring a positive experience, not only for our clients, but for our community hosts
Oversee the day-to-day adherence to site procedures by tax preparers, quality reviewers, admin staff, intake, and volunteers
Responsible for creating schedules and keeping track of staff and volunteer's days/hours
Participate in the training process for VITA site staff and ensure that the staff is trained and certified to prepare tax returns within VITA scope
Daily transmission of tax returns to IRS and New York State
Corrections of rejected tax returns within 24 hrs. of rejection
Monitoring tax preparer for errors and adherence to tax laws, regulations, & site procedures and that staff members are only preparing returns at their certification level
Ensure the privacy and confidentiality of the tax returns prepared at the VITA site, as described in Publication 4299, Privacy and Confidentiality, and that these requirements are adhered to by the staff as well as the quality of the returns and ensure that quality reviews are performed
Ensure that the site is adequately staffed
Maintain a record of volunteer agreements for all certified staff
Ensure the site has required Publications 17 and 4012 in addition to IRS posters (civil rights etc.)
Ensure that IRS Quality Alerts are distributed to each staff/volunteer to review
Day-to-day oversight of operations of sites in the tax season
Rap up and closing of tax sites post-April 15
Corrections of all outstanding returns and customer service on all outstanding

Qualification

Tax preparation experienceTax lawManagement experienceBilingual (Spanish/English)MultitaskCommunication skillsOrganizational skillsAttention to detailSelf-motivation

Required

Bachelor's degree and/or equivalent experience
At least 5 years' experience in the tax preparation field
Strong knowledge of personal income taxes and tax law
Management and/or supervisory experience
Strong communication and organizational skills
Self-motivation
Good attention to detail with excellent follow-up skills
Ability to balance competing priorities and work on multiple tasks, often on a time-sensitive basis

Preferred

Bilingual (Spanish/English) a definite plus

Company

The Fedcap Group

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The Fedcap Group is Committed to Creating Opportunities and Improving the Lives of People with Barriers to Social and Economic Well-Being.

H1B Sponsorship

The Fedcap Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Tania Lopez
Operations Manager
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Company data provided by crunchbase