Tax Site Manager

Job Type

Part Time




United States


Position Description: Site Manager (Temporary Contract Position – Up to 24 hours per week January 2019 to April 2019

Manage and/or assist the manager of Habitat for Humanity of the Chesapeake’s tax site which prepares free returns for families making less than $55,000 per year. This is an exciting, rewarding and challenging position which interacts with many clients and dedicated volunteers while developing tax preparation skills. The site manager is ultimately responsible for maintaining the quality procedures and processes required by the IRS and CASH to ensure the accuracy and proper filing of tax returns at the site.


• Site Operations

o Oversee proper operations of tax site including the intake, preparation, quality review and filing of tax returns.

o Mentor volunteer tax preparers

o Prepare individual (Form 1040) tax returns for clients with incomes under $55,000.

o Maintain accurate and complete tax files

o Manage electronic filing of tax returns

• IRS Compliance and Quality Controls

o Responsible for maintaining compliance with IRS quality procedures and guidelines.

o Responsible for maintaining quality procedures, accuracy and security of tax files.

• Supervision and Retention of Volunteers

o Support all volunteers by providing tax assistance as required

o Work with the Tax Associate to proactively manage volunteers.

o Focus on volunteer retention and satisfaction to ensure future volunteer availability and ongoing support for the tax site.

• Stress the importance of the Maryland Homeowner’s Property Tax credit.

o Assist homeowners in filling out the property tax credit form and the proper way to mail this in.


o Commitment to the mission of the CASH Campaign of Maryland, Habitat for Humanity of the Chesapeake, and the community it serves.

o Tax, legal, financial or similar training and/or experience Knowledge of Form 1040 helpful. CASH Campaign provides training needed to pass required IRS Exams.

o Ability to work with the public, volunteers and campaign partner staff.

o Managers need to be able to work Tuesday and Thursday 11am-7pm and Saturdays 8am-4pm.

o Must be available to attend training sessions for Site Managers in November and December 2018.

o Candidate must be able to successfully achieve IRS advanced level preparer certification through an IRS developed exam for volunteer tax preparers (VITA) as a condition of employment.

Interested candidates should forward a cover letter and resume

Professional Level

None specified

Minimum Education Required

No requirement

How To Apply

Please send Cover Letter and Resume to