Tax Site Sr. Associate

Job Overview:

The IRC’s Program Quality and Innovation Unit assist offices which help newly arrived refugees and other low-income individuals reach self-sufficiency by finding entry-level employment and progress to living wage jobs, learn basic financial management skills and build assets, start small businesses, and access the Earned Income Tax Credit.

Under the supervision of the Senior Program Officer, Financial Capabilities, the Tax Site Sr. Associate supports the coordination and day-to-day administration of the IRC’s National Volunteer Income Tax Assistance (VITA) program partnering with six offices: Phoenix, Salt Lake City, Denver, NYC, Dallas and Elizabeth. IRC’s goal is to assist 4,000 tax payers in preparing their returns in a safe, culturally and linguistically appropriate manner – remotely.

Major Responsibilities:

• Facilitate the launch of the remote VITA program including but not limited to:
  • Creation of business processes, use of technology, establishing protocols in accordance with VITA standards
  • Recruitment of local Tax Site Coordinators (volunteer)
  • Recruitment and vetting of tax preparer interns
  • Lead the six sites in developing marketing and outreach plans
  • Solidifying each site’s plan for tax intake and document collection
  • Creation of scheduling system for client appointments at each site
• Oversee the day-to-day operations of the IRC’s Volunteer Income Tax Assistance (VITA) site during tax season (January – April 2023), including but not limited to:
  • Coordinating and providing technical support to volunteer tax preparers
  • Supervision of volunteer tax preparers
  • Providing customer service to clients, as needed
  • Conducting quality reviews and electronically filing tax returns;
• 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 to program funders;
• 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;

• 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;

Working Environment:**

• Standard, professional office environment;
• Fully remote;
• Some evening and weekend work hours will be required;
• Home internet

COVID-19 Vaccination Requirement: In accordance with IRC’s duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires candidates who are selected for interview to furnish proof of vaccination against COVID-19 in order to be considered for this position.

Commitment to Diversity and Inclusivity: IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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 $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), 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.

Compensation: Posted pay ranges apply to US-based candidates. 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.