VITA Site Coordinator

Goodwill of South Central Wisconsin

. Oversee the effective day-to-day operation of assigned VITA clinic sites .

Posted 11/3/2026contractMadison • Wisconsin • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing VITA clinic operations, ensuring compliance with IRS requirements, and effectively managing volunteer teams. Proficient in tax preparation processes and maintaining taxpayer confidentiality while delivering exceptional customer service.

Highest-signal resume keywords

VITA Program Requirements KnowledgeIRS Procedures ComplianceVolunteer Supervision and SupportTax Preparation Software ProficiencyIRS VITA Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationData ManagementFederal Individual Income Tax ConceptsQuality Review ProcessesVolunteer SchedulingTaxpayer ServiceRecord KeepingProblem SolvingCustomer ServiceOrganizational Skills

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationCoaching and Motivating VolunteersTime ManagementTeamwork

Tools & Technologies

Tax Preparation SoftwareScheduling SystemsMicrosoft OfficeData Management Systems

Certifications & Qualifications

IRS VITA CertificationsVolunteer Standards of ConductIntake/Interview/Quality ReviewBasic Tax LawAdvanced Tax Law

Industry Keywords

VITAIRS Quality Site RequirementsVolunteer Standards of ConductTaxpayer PrivacyTax Inquiries

About the role

Key responsibilities & impact

Oversee the effective day-to-day operation of assigned VITA clinic sites
Ensure compliance with IRS Quality Site Requirements, Volunteer Standards of Conduct, and other VITA requirements
Supervise and support volunteers by communicating expectations, providing guidance, addressing concerns, and promoting teamwork
Verify volunteer agreements and certifications and ensure duties remain within certification levels and VITA scope
Develop and maintain volunteer schedules and ensure adequate site coverage
Coordinate equipment, supplies, forms, and other site resources
Oversee tax preparation and quality review processes before returns are filed
Provide taxpayer service, answer questions, assist with tax inquiries, and support appointment scheduling
Review completed tax returns with taxpayers and obtain required signatures and authorizations, including Form 8879 and applicable state documents
Securely handle taxpayer documents and maintain appropriate files and data-management records
Share and monitor adherence to Volunteer Tax Alerts, Quality Site Requirement Alerts, and other IRS program updates
Work with the VITA Program Coordinator to prepare sites, coordinate appointments and communications, prepare materials, and submit requested data and grant information
Identify and resolve routine operational issues, escalate matters when appropriate, and improve site quality and efficiency

Requirements

What you’ll need

Knowledge of or ability to learn VITA program requirements, IRS procedures, Quality Site Requirements, Volunteer Standards of Conduct, and taxpayer privacy and confidentiality requirements
Knowledge of or ability to learn federal individual income tax concepts and VITA tax preparation requirements
Ability to supervise, support, coach, and motivate volunteers
Strong organizational and time-management skills
Strong verbal and written communication skills
Customer service and problem-solving abilities
Ability to learn and use tax preparation software, scheduling systems, data management systems, Microsoft Office, and other VITA technology
High integrity and accountability; ability to safeguard sensitive taxpayer and financial information and maintain accurate records
Ability to work in a fast-paced, seasonal environment and adapt to changing requirements and site needs
Bilingual proficiency is a plus but not required
Ability to travel up to 50%
Associate degree in accounting, finance, business administration, human services, or a related field preferred; or equivalent combination of education and relevant work experience
Previous experience preparing individual income tax returns strongly preferred
Must attain and maintain required IRS VITA certifications appropriate to the position: Volunteer Standards of Conduct, Intake/Interview/Quality Review, Basic Tax Law, Advanced Tax Law, and Site Coordinator
Ability to move freely throughout facilities and lift, push, or pull up to 20 lbs.
Ability to maintain a stationary position and operate a computer and office equipment
Ability to clearly communicate, identify, analyze, and assess details

Benefits

Comp & perks

Limited-term employment of 250 hours during the tax season
Volunteer hours may be available/required as needed during the tax season
Reasonable accommodation for individuals with disabilities
Equal employment opportunity and nondiscrimination protections
Positive workplace where employees are valued, empowered to grow, and connected to a community-strengthening mission