Site Coordinator- Boone County - United Way of Central Indiana

Job Title: Site Coordinator 

Location: Boone County, Indiana (Lebanon Public Library) 

Reports to: Jorge Hutton - Manager of Financial Pathways - Jorge.hutton@uwci.org 

Compensation: $21/hour 

Job Type: Temporary, Contractor (January 2025 - May 2025) 

Job Summary: 

As the VITA (Volunteer Income Tax Assistance) Site Coordinator, you will manage and oversee the tax preparation activities at VITA sites in Boone County. Your primary responsibility is to ensure all volunteers are IRS-certified and adhere to site operating procedures. You will also aid with training and support to volunteers to ensure quality tax return preparation. 

Key Responsibilities: 

Training & Certification: 

• Assist volunteers with IRS certification training via in-person, phone, or email. 

• Verify certifications and maintain a system to confirm volunteer certification levels. 

• Ensure all volunteers sign and submit Form 13615 (Volunteer Standards of Conduct). 

Site Coordination: 

• Monitor VITA site operations and ensure adherence to IRS and UWCI guidelines. 

• Share Volunteer Tax Alerts (VTA) and Quality Site Requirements Alerts (QSRA) with volunteers. 

• Provide technical assistance to volunteers and maintain proper documentation. 

Volunteer Management: 

• Schedule volunteer shifts and ensure adequate site coverage. 

• Validate volunteer identities and certifications before they begin work at the site. 

• Ensure all returns are quality reviewed and accurate. 

Operational Oversight: 

• Develop processes to ensure proper documentation, data collection, and report submission. 

• Ensure compliance with IRS and UWCI requirements for VITA sites using a grant EFIN (Electronic Filing Identification Number). 

• Submit volunteer timesheets, summary reports, and monitor adherence to Quality Site Requirements. 

Reporting & Monitoring: 

• Regularly update the Manager of Financial Pathways on progress and challenges. 

• Participate in unannounced site reviews conducted by UWCI. 

Requirements: 

• Completion of IRS SPEC Site Coordinator Training. 

• Volunteer Standards of Conduct Training and IRS tax law certification. 

• Strong organizational and communication skills. 

• Availability during VITA site operating hours. 

Training Provided: 

• Site Coordinator Training (in-person) 

• IRS Volunteer Standards of Conduct Test 

• Intake and Interview Process Training 

• Advanced Taxpayer and Health Savings Account Tests