[Hiring] Seasonal Virtual Tax Site Coordinator @Campaign for Working Families

Role Description

**THIS POSITION IS FOR THE 2027 TAX SEASON BEGINNING IN JANUARY**

The Virtual Tax Site Coordinator leads the daily operations of CWF’s virtual tax preparation program and is accountable for safe, compliant, efficient, timely, and client-centered service delivery. The Coordinator manages the virtual tax preparation workflow from client intake and document submission through tax preparation, quality review, taxpayer approval, e-filing, and resolution of rejected returns.

• Coordinates and supports Intake Specialists, Tax Associates, Senior Tax Analysts, interns, and volunteers.
• Monitors staffing coverage, individual and team productivity, return assignments, workflow queues, turnaround times, and service delivery goals.
• Ensures returns progress efficiently through each stage of the process.
• Maintains production standards, identifies and resolves workflow bottlenecks, manages outstanding and aging returns.
• Coordinates timely client follow-up and ensures adherence to established service-level agreements.
• Oversees virtual client communications, secure document handling, technology coordination, and operational issue resolution.
• Reports to the Tax Operations Area Manager – Virtual.

Qualifications

• High school diploma or equivalent required.
• Associate or bachelor's degree in accounting, business, public administration, social services, non-profit management, or a related field preferred.
• At least two years of supervisory, site-coordination, tax-preparation, customer-service, or comparable high-volume operations experience preferred.
• Prior VITA/TCE, community tax-site, tax preparation, or seasonal program leadership experience strongly preferred.
• Ability to obtain and maintain IRS Volunteer Standards of Conduct, Intake/Interview and Quality Review, Advanced, Site Coordinator, and other certifications required by CWF.
• Demonstrated ability to supervise diverse teams, manage competing priorities, solve problems, and meet deadlines.
• Proficiency with computers, Microsoft Office, email, data systems, tax software, and virtual communication tools.
• Bilingual or multilingual ability is valued based on community and site needs.

Requirements

• Provides daily functional supervision to Senior Tax Analysts, Intake Specialists, Tax Associates, interns, volunteers, and other personnel assigned to the virtual site.
• Regular, predictable attendance is required.
• Evening, weekend, extended, and holiday hours may be required during training, site launch, peak filing periods, deadlines, and closeout.
• The position may operate at CWF offices, tax sites, partner facilities, community locations, or in an approved virtual setting.
• The position routinely uses computers, phones, tax software, appointment and data systems, scanners, printers, and other office equipment.
• The position requires prolonged sitting or standing, frequent interaction with the public, movement throughout the tax site, and the ability to lift or move materials weighing up to 10 pounds.
• The employee must maintain taxpayer confidentiality, safeguard personally identifiable information, follow CWF and IRS security requirements, and immediately report suspected privacy or security incidents.
• Employment is contingent upon completing required onboarding, training, background or screening requirements, and IRS certifications established for the assignment.

Benefits

• This is a temporary, seasonal position.
• Work dates, weekly hours, assigned location, and continuation of employment depend on tax-season needs, funding, site schedules, performance, and client demand.