Community Relations-Social Development Commission
SITE COORDINATOR (Finance)
Maintain relationships with local IRS SPEC office for obtaining site materials and other pertinent information. Ensure that adequate supplies and equipment is maintained at the site. Act as a liaison to ensure needs are successfully addressed.
Develop and maintain schedules for volunteers and employees to work at sites and ensure adequate tax preparation and quality review coverage. Provide technical assistance to volunteers and mentor them on tax issues, as necessary.
Train staff and volunteers on how to prepare and perform quality review of tax returns.
Publicize sites and promotional activities throughout the community. Ensure free services are provided to all taxpayers.
Gather/compile timely statistical reports and provide the reports to relevant sponsors, stakeholders and/or partners.
Monitor site(s) to ensure that an intake process includes the use of an intake sheet for every return, a quality review is being conducted, privacy is being maintained and each return is identified with the site's identification number.
Supervise staff and volunteers of the site.
Electronically file all returns.
Ensure that taxpayer's information is entered into the preparer's use fields on each return. Resolve any tax return issues that "reject" during the transmission process.
Ensure that the screening, waiting, assistance and quality review steps of the VITA process flow seamlessly.
Ensure that clients are aware of their opportunity to participate in other services being provided at the site.