Site Coordinator

ROLE DESCRIPTION

-Interview clients using the IRS intake form and gather all required documents

-Prepare Federal and State tax returns (Forms 1040, schedules within scope) using the provided tax software

-Ensure accuracy by referencing IRS publications, verifying all information, and addressing questions promptly

-Adhere to the IRS Volunteer Standards of Conduct and confirm all returns are within scope using IRS resources provided by the SimplifyCT team

– Assign and supervise volunteers, ensuring all are certified at the correct level

– Monitor site quality and adherence to procedures

-Ensure schedules, supplies, and equipment are in place

-Serve as the main point of contact between volunteers, SimplifyCT staff, and partner organizations hosting their site

– Ensure all returns are quality reviewed before filing

-E-File all returns prepared at the site within 24 Hours of completion

– Follow up with clients on any rejected returns or issues requiring action

2026 Tax Season, January to Mid-April

Volunteer Standards of Conduct and Intake/Interview & Quality Review, and Advanced Tax Law

Additional Information

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