VITA Site Coordinator at BRANCHES INC

Description

About Branches

At Branches, we believe every student has the potential to succeed and every family and community member can achieve financial wellness. We partner with families to build educational and financial assets, community, and hope; creating a safe, welcoming space where relationships come first, transformational impact is the goal, and each and every person is valued.

From serving over 550 students daily through our Grow and Climb programs, to reaching 10,000+ adults each year with our Achieve financial wellness services, to empowering local entrepreneurs through our MicroBusiness program, we are making a lasting impact across South Florida.

Branches is a faith-based organization that prioritizes the people, service and impact. Our culture is agile, collaborative, and fueled by purpose. We are passionate about transforming lives, fearless in pursuing what’s possible, and driven by the entrepreneurial spirit it takes to meet challenges head-on. If you’re inspired by impact, energized by growth, and ready to help co-create brighter futures, we encourage you to join our amazing mission-driven team, where your work doesn’t just make a difference, it changes lives.

Position Overview:
The VITA Site Coordinator plays a key leadership role in Branches’ Volunteer Income Tax Assistance (VITA) program, ensuring that tax preparation services are delivered efficiently, accurately, and with excellence in customer care. The Site Coordinator manages day-to-day operations at an assigned tax site, supports volunteers and community members, and works closely with the VITA Manager to ensure compliance with IRS and Branches standards. This is a temporary role for 4 months; January to April. 

Key Responsibilities:

• Lead daily operations of the assigned VITA tax site during the tax season.
• Serve as the primary point of contact between the VITA site and the VITA Manager.
• Supervise and support volunteers, ensuring they are equipped to provide quality tax preparation assistance.
• Oversee client flow and ensure an organized, welcoming environment that reflects Branches’ values of Professionalism, ComPassion, and Collaboration.
• Ensure all tax returns meet IRS quality standards and are properly reviewed before submission.
• Troubleshoot issues that arise during tax preparation or electronic filing.
• Maintain accurate records of site activity, volunteer hours, and tax returns completed.
• Communicate regularly with the VITA Manager to provide updates on site progress, challenges, and needs.
• Support volunteer recruitment, scheduling, and training as needed.
• Ensure all IRS and Branches privacy and confidentiality standards are maintained.

Requirements

Qualifications:

• IRS Site Coordinator VITA/TCE Certification (required, may be obtained through Branches).
• Strong leadership, organizational, and communication skills.
• Experience managing volunteers or teams preferred.
• Proficient in computer-based systems and tax software (TaxSlayer experience a plus).
• Ability to work evenings and weekends during tax season.
• Commitment  to Branches’ mission of empowering families and strengthening communities.