The Site Coordinator is the volunteer responsible for the efficient management of the VITA Tax Site. Duties include:
- Must be certified at the Advanced Level through the IRS Link & Learn website, and complete Site Coordinator training.
- Verify and retain signed and dated Volunteer Standards of Conduct Agreement for all volunteers at the VITA site
- Ensure that the VITA site is open as scheduled and adequately staffed
- Supervise volunteers working at the site
- Maintain Quality Site Requirements and adhere to Volunteer Standards of Conduct at all times
- Ensure that all returns prepared are within scope of the VITA program
- Complete the Quality Review process for returns completed at the VITA location
- Ensure client tax returns are e-filed with the IRS within 24 hours of the return being prepared
- Ensure rejected returns are either corrected or the affected taxpayer contacted
- Ensure that copies of required paperwork are properly collected and stored
- Assist tax preparers with answering taxpayer questions regarding the client's tax return
- Maintain taxpayer privacy and confidentiality standards at all times
