Tax Site Coordinator Professional

6 days ago


Toms River, New Jersey, United States Ocean County College Full time

Company Overview

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Ocean County College is a leading institution in providing quality education and community services. We are committed to excellence and strive to make a positive impact on our students, staff, and the broader community.

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Job Description

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We are seeking a highly motivated and organized Tax Site Coordinator to join our team. As a Tax Site Coordinator, you will be responsible for overseeing the day-to-day operations of our Volunteer Income Tax Assistance (VITA) site during tax season. This includes but is not limited to:

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  • Preparing and filing state and federal tax returns using professional tax software.

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  • Acting as primary quality reviewer and approving tax returns for submission.

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  • Responsible for assigning returns to tax preparers, tracking return status, contacting customers, and updating and maintaining appropriate log sheets.

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  • Completing required tax law training and obtaining necessary certifications, either through online self-study or in-person sessions.

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  • Preparing and managing volunteer schedules.

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  • Strictly adhering to all confidentiality policies and procedures.

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  • Providing technical support to volunteer tax preparers.

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  • Providing customer service to clients, as needed.

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  • Assisting with data collection and reporting.

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  • Ensuring compliance with IRS and VITA program policies and procedures.

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  • Maintaining and monitoring online customer appointment logs.

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  • Performing additional tasks as assigned to support the VITA program's mission.

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Required Skills and Qualifications

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To be successful in this role, you will need to have:

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  • A minimum age of 18 years.

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  • A high school diploma, GED, or equivalent educational background.

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  • Availability to work during the site's hours of operation from January through April for approximately 24 hours per week.

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  • The ability to complete IRS self-study training or attend in-person trainings in December/January and pass the following online IRS exams:

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    • IRS Volunteer Standards of Conduct Exam

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    • Intake/Interview and Quality Review Exam

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    • Advanced Tax Preparer Exam

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    • Site Coordinator Exam

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  • Previous experience with personal income tax preparation; experience as a VITA volunteer preferred.

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  • Intermediate computer skills and ability to navigate tax preparation software. Familiarity with TaxSlayer software preferred.

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  • Strong attention to detail and commitment to accuracy.

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  • Excellent customer service skills, including experience working with a diverse client base.

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Benefits

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Ocean County College offers the following benefits to temporary or on-call as needed employees:

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  • Time Off: OCC follows the NJ Sick Leave Law, providing one (1) hour of sick leave per every thirty (30) hours worked. A maximum of forty (40) hours may be accrued.

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  • Employee Assistance Program: OCC offers all employees access to our Employee Assistance Program (EAP) for mental health support. This is a free and completely confidential service where EAP counselors provide assessment, support, and if needed referrals to additional services.

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Salary

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The estimated salary for this position is $30.00 per hour.



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