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Tax Program Coordinator

Department: BENEFITS ACCESS
Location: New York, NY

FLSA: Non-Exempt

Benefits: Eligible

Hours Per Week: 40/Full-time

Met Council is America’s largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, integrity, and respect. Our programs are staffed by experts who help over 325,000 clients each year and advocate on behalf of all needy New Yorkers. Our services include 100% affordable housing at 21 locations, family violence program, Holocaust survivor assistance, geriatric social work, crisis intervention and the largest free kosher food distribution program in the world. Our network of 120 food pantries, affordable housing sites, and JCCs provide services directly in neighborhoods across New York City.

Position Summary:

As part of a social service agency that aids, empowers, and sustains hundreds of thousands of needy New Yorkers each year, the Tax Program Coordinator will be part of an initiative to help low-to-moderate income communities maximize their tax refunds and gain access to critical financial empowerment services i.e., SNAP, Fair Fares, and eviction prevention. Part of a local initiative sponsored by New York City’s Department of Consumer and Worker Protection (DCWP), the free tax preparation program provides free income tax preparation to low-to-moderate income individuals and families earning less than $85,000 a year. IRS-trained staff are certified to prepare basic tax returns using in-person and electronic submission methods. The Program Coordinator will oversee the sites’ free tax preparation services and provide tax return e-files utilizing Tax Slayer and provide referrals for additional wraparound services. The Tax Program Coordinator will monitor daily activities in the field, ensure availability of all program materials and forms, as well as provide onsite guidance utilizing an in-person service model.

Principal Responsibilities:

  • Develop, provide, and coordinate all internal and external training for free tax preparation program staff and volunteers.
  • Supervise seasonal staff and volunteers, and oversee daily site operations for the free tax preparation program.
  • Build new partnerships and enhance existing partnerships to maximize the provisions of the free tax preparation program.
  • Review tax site compliance with Quality Site Requirements and other IRS guidelines.
  • In conjunction with the Volunteer Coordinator, establish systems for volunteer retention.
  • Participate in outreach, social media communications, and other program awareness projects, as needed.
  • Provide on-site tax preparation, support, and guidance to tax filers.
  • Work with other staff to schedule dates and times that the tax site will be operational; develop and maintain appointment schedule.
  • Ensure that adequate coverage, supplies, forms, and equipment are maintained at the tax sites.
  • Ensure quality review is being conducted & privacy is maintained.
  • Support other staff by answering questions, solving problems, and correcting errors.
  • Work with taxpayers to address returns that the IRS filing center has rejected.
  • Maintain organized records of tax returns prepared at the tax sites.
  • Update and ensure availability of program materials, including, but not limited to, tax forms, compliance documents, and handbooks.
  • Coordinate partnerships and launch operations of pop-up tax sites in conjunction with the Senior Director, Benefits Access, and Training & Program Support Coordinator.
  • Participate in outreach efforts, as needed.
  • Additional responsibilities as required.

Competencies:

  • Advanced tax knowledge/certification and a minimum of 2 – 3 years experience preparing tax returns (required).
  • Ease in using online databases and mobile technology, prior experience using online tax preparation software (preferred).
  • Prior supervisory experience (preferred).
  • Prior experience with tax preparation and public benefits programs.
  • Familiarity with low-to-moderate income communities and needs in New York City.
  • Ability to manage sensitive case information with discretion, maintaining client privacy.
  • Strong attention to detail.
  • Strong problem-solving, organizational, customer service and management skills.

Skill and Education:

  • Bachelor’s Degree (required).
  • Knowledge of tax preparation services (Tax Slayer) and systems.
  • Proficiency in verbal and written English.
  • Proficiency in another language (preferred).

Compensation: $50,000 - $60,000 per year.

Benefits: Major medical, dental, vision and life insurance; pre-tax commuter benefits; FSA; 403(b) with employer contribution; plus generous vacation, sick leave and holidays.