VITA – Site Specialist

position description

Under the supervision of the IRC Financial Coach, the Tax Site Specialist supports the coordination and day-to-day administration of the IRC’s National Volunteer Income Tax Assistance (VITA) program New York, NY. IRC’s goal is to assist taxpayers in preparing their returns in a safe, culturally, and linguistically appropriate manner.

Major Responsibilities:

• Coordinate the day-to-day operations of the IRC’s Volunteer Income Tax Assistance (VITA) site during tax season (January – April 2026), including but not limited to:
  • Create scheduling system for client appointments at each site
  • Coordinate activities of and provide technical support to volunteer tax preparers
  • Supervise the activities of virtual and in-person volunteer tax preparers
  • Provide customer service to clients, as needed
  • Conduct quality reviews and electronically file tax returns;
  • Schedule customers for tax preparation
• Facilitate the launch of the remote VITA program including but not limited to:
  • Recruit and vet tax preparer volunteers
  • Solidify each site’s plan for tax intake and document collection
• Conduct outreach for VITA program
• 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;
• 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 preferred;
• 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;
• Some evening and weekend work hours will be required.

Compensation: (Pay Range: $22.00 – $23.30**)** 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.

Application instructions

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