MINIMUM QUALIFICATIONS:

• Bachelor’s degree in accounting or business with a minimum of two years of directly related experience.
• Prior VITA/LITC experience.
• Experience with federal or state regulated programs and forms.
• Strong verbal and written communication skills.
• Excellent interpersonal skills.
• Sensitive to cultural diversity and varying socio-economic backgrounds.
• Ability to work flexible hours before, during, and after the tax season, including evenings and weekends.

PREFERRED QUALIFICATIONS:

• Master’s degree with an emphasis in Accounting or Taxation.
• Bilingual proficiency (Spanish and/or ASL is preferred).
• Basic troubleshooting software and hardware skills.

SKILLS AND COMPETENCIES:

The required skills for this role include strong organizational, and problem-solving skills to ensure smooth day-to-day operations at a Volunteer Income Tax Assistance (VITA) site as well as smooth execution of client services and representation under the LITC. Exceptional verbal and written communication abilities, along with excellent interpersonal skills, are essential for effectively engaging with clients, volunteers, and partner organizations. The role requires attention to detail, sound judgment, and the ability to manage sensitive client information with discretion and confidentiality. Cultural competency and the ability to work respectfully with individuals from diverse socio-economic backgrounds are critical. The ideal candidate will possess a strong understanding of IRS regulations and tax site protocols and must be comfortable working in a fast-paced environment with shifting priorities, particularly during tax season. Preferred competencies include bilingual proficiency (Spanish and/or ASL), and technical troubleshooting skills.
Equal Employment Opportunity:
Westminster University is committed to a diversified workforce, equal opportunity, and nondiscrimination. To this end, Westminster prohibits any form of discrimination or harassment based on race or ethnicity, color, religion, national origin, sex, age, sexual orientation, gender identification, disabilities, genetic information, status as a veteran, or any other category or classification protected by applicable federal, state, or city laws.

ABOUT THE ROLE:

The Site Coordinator II plays a critical role in coordinating the day-to-day operations at the Volunteer Income Tax Assistance (VITA) site, ensuring high-quality, client-centered experience that aligns with IRS standards and organizational goals, as well as providing intake and client support to the Low-Income Taxpayer Clinic (LITC). Reporting directly to the Director, the Site Coordinator II is responsible for overseeing all aspects of site logistics, including volunteer coordination, client intake, workflow management, and quality review. This role serves as the primary liaison between the site and host organizations, addressing any facilities or technical issues, while also ensuring proper execution of procedures and adherence to confidentiality and compliance guidelines.
The ideal candidate is organized, adaptable, culturally sensitive, and capable of managing multiple responsibilities in a fast-paced environment – particularly during peak tax season. This position requires a flexible schedule, including availability for evenings and weekends.

KEY RESPONSIBILITIES:

Operations

• Oversee operational needs of a VITA site.
• Communicate effectively with site staff and host organizations to manage any facilities support or scheduling issues.
• Resolve tax return rejections in accordance with the IRS standards.
• Address equipment, software, supply and other site needs in a timely fashion.
• Communicate regularly with volunteers.
• Execute site procedures according to IRS guidelines.
• Manage workflow of tax site: set-up space; facilitate client sign-in and intake; ensure orderly and thorough screening process and reduce wait time.
• Manage supplies and materials, keep files and supplies organized, and request supplies needed formfrom the Director, when necessary.
• Serve as a point of contact for clients to address questions or concerns about their experience at the tax site.
• Provide on-site quality review of tax returns prepared.
• Assist the Director with training the program participants.
• Ensure WTC adherence to all IRS guidelines and rules, confidentiality policies, and rules of ethics and responsibilities.
• Work evening and weekend hours during tax season, as needed and requested by the Director.
• Provide intake specialist and client support duties for the LITC.
• Assist in preparation of LITC cases for IRS representation in audits/exams.

Record and Document Management

• Ensure security of confidential information.
• Ensure proper reporting and record keeping.
• Maintain file controls.