Site Manager Dallas Tax Center

Job Description

Job Description

Program: Community Tax Centers is a volunteer-based program that provides low-and moderate income taxpayers free tax preparation assistance, financial education, and opportunities to improve and/or develop assets.

Description: The Manager oversees the operation of a tax center to ensure consistency and quality of service to clients through satisfactory volunteer supervision, accurate and consistent application of income tax law, and the maintenance of a positive and professional environment.

Reports to: Supervising Manager, Operations Manager and Program Director

Principal Job Duties and Responsibilities:

Operations and Facilities Management

• Direct opening and/or closing procedures including the setting up, testing, and dismantling of computer networks where relevant.
• Ensure secure storage of confidential tax documents, equipment and administrative materials.
• Ensure facilities are satisfactorily maintained and that volunteers and clients adhere to policies set forth by site-hosts.
• Ensure supplies are sufficient and re-stocked, as needed, within budgetary guidelines.
• Monitor office equipment and report any problems where necessary.
• Ensure tax preparation services are within the guidelines of our mission and policies.
• Ensure facilities are adequately staffed and report shortages to Volunteer Coordinator.

Supervision

• Orient and train volunteers on operational procedures.
• Maintain attendance records and review shift schedules prior to opening.
• Resolve conflicts in a prompt and professional manner.
• Evaluate volunteer performance and promptly report any concerns to the Volunteer Coordinator.

Data Collection/Analysis

• Maintain accurate sign-in sheets, surveys, and other forms for clients, where necessary.
• Coordinate timely delivery of client documents for timely transmission and back-room processing.
• Ensure proper ordering or organization of tax returns on electronic database.

Qualifications: Bachelor’s degree with experience managing or leading groups, providing quality customer service, or working in the non-profit sector. Social service-orientated and works well in a fast-paced environment with diverse populations. Ability to handle multiple priorities is essential. A supportive and professional disposition is critical.

Specialized Skills: A good working knowledge of taxes is a plus. Strong computer skills (including hardware and software). Bilingual (Eng/Spa) strongly desired. The ability to speak Spanish is required to manage specific tax centers.

Time Requirement: Ability to attend up to 40 hours of paid training. The training requirement will vary depending on tax preparation experience and tax law knowledge.

Compensation: $25/hr.

Position Classification: Non-Exempt Temporary/Seasonal