Tax Site Manager

ob Announcement – Tax Site Manager

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At United Way of King County, we are working side by side with communities to build an equitable future for everyone. We believe that having staff, volunteers, and supporters that represent diverse backgrounds will allow us to better accomplish our mission. We continue to work diligently to ensure that the field of philanthropy is welcoming to diverse communities. We strive to have a diverse staff and particularly encourage Black, Indigenous and people of color to apply and be part of our team.

Our culture f​osters collaboration, teamwork, open communication, leadership, integrity, and accountability.

Job Summary:

United Way of King County’s Free Tax Preparation Campaign helps low- to moderate-income families access life-changing anti-poverty programs. So far in 2025, the campaign has served over 13,000 clients, benefiting more than 29,000 community members and returning more than $16 million to the community. Building on this success, United Way aims to expand its impact by hiring up to 28 Tax Site Managers.

As a Tax Site Manager, you will lead the daily operations of one or more in-person tax sites, committing to at least two shifts per week.

This is a unique opportunity to lead, problem-solve, and make a direct impact on economic stability for thousands of families in King County.

Position Details

This position is a time-limited role broken into two overlapping phases:

Phase 1: Train volunteers (Nov. 15 – Jan. 25)

1. Attend in-person Tax Site Manager Training, Sat. Nov. 15 & Sun. Nov. 16
2. Complete remote training & attain advanced-level tax law certification by Dec. 5
3. Observe first weekend of in-person volunteer training at North Seattle College, Sat. Dec. 6 & Sun. Dec. 7 (early arrival required to help set up & prepare classrooms)
4. Assist with at least two additional training weekends (Sat + Sun) between Dec. 13–14 and Jan. 3–18
5. Lead/co-lead tax site orientations, Jan. 20–25

Phase 2: Manage your tax site(s) (Jan. 20 – Apr. 30)

1. Oversee daily operations of one or more in-person tax site(s) at least two shifts each week between Jan. 20 – Apr. 19
   • Daytime, evening, and weekend shifts are available. Weekday shifts are typically 5-6 hours, and weekend shifts are typically 6-8 hours.
2. Provide coordination, organization, and supervision for all stages of tax preparation.
3. Ensure ongoing compliance with IRS Quality Site Requirements (QSRs).

Important

• A cover letter is required for consideration. Please include your availability between Nov. 15, 2025 and Apr. 30, 2026 in your cover letter.
• This is a seasonal, in-person job requiring at least 20 hours/week between Nov. 15, 2025 – Apr. 30, 2026. Please review the required dates and schedule below carefully before applying.

Required Training & Preparation

• Tax Site Manager Training (in-person): Sat. Nov. 15 & Sun. Nov. 16
• Volunteer Training Weekends (in-person):
  • Sat. Dec. 6 & Sun. Dec. 7 (required)
  • At least two additional weekends (Sat + Sun) between Dec. 13–14 and Jan. 3–18
• Self-paced training & virtual team collaboration: Up to 10 hours/week between Nov. 16 – Dec. 5

Tax Season Commitments

• Commit to at least two in-person shifts per week from Jan. 20 – Apr. 19 (20 hours/week minimum)
• Due to the nature and timeline of the project, availability between Jan. 20 – Apr. 19 will be a key factor in candidate selection. Please disclose any known scheduling conflicts in your application materials.

Compensation:

• The compensation for this position is $26.36per hour.
• Medical, dental, vision and life insurance
• 32 days of PTO (including holidays)
• 403(b) retirement savings plan
• Subsidized Transit Pass (Orca Card)

Essential Duties:

• Coordinate and oversee tax preparation services.
• Guide and mentor volunteers, ensuring accuracy and compliance.
• Provide direct support to both clients and volunteers by answering tax-related questions, resolving issues, and escalating challenges when necessary.
• Supervise preparation and quality review of tax returns.
• Support, coach, and motivate volunteers to meet weekly goals.
• Deliver excellent client service by resolving issues and ensuring clients receive all eligible services.
• Timely E-filing of returns and timely follow-up on e-file rejections.
• Submit weekly reports and communicate regularly with Tax Campaign staff.
• Assist with volunteer training, certification, and troubleshooting (e.g., case management systems, technical issues).

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Knowledge, Skills, and Abilities:

• Strong customer service experience, especially working with low-income communities.
• Proven ability to manage and support volunteers in fast-paced, dynamic settings.
• Flexibility, adaptability, and excellent attention to detail.
• Strong communication skills (in-person, email, and virtual platforms such as MS Teams).
• Comfort with technology; ability to coach others and troubleshoot issues.
• Commitment to community service and economic justice, with demonstrated experience working in diverse communities.
• Ability to work in community spaces with strict security protocols (e.g., locked-door policies)
• Ability to meet frequent deadlines and time-sensitive work; extensive use of computers required.
• Demonstrated understanding of social and racial justice and equity, with a proven commitment to apply racial and economic justice lenses in both personal and workplace contexts.
• Lived experience and/or demonstrated professional skills working within a diverse work environment.

Education and/or Experience:

• High school diploma or equivalent.
• Customer service and team management experience.
• Commitment to confidentiality and IRS tax law compliance.
• Willingness to complete IRS VITA Advanced certification (training provided).

Preferred:

• Experience in free tax preparation programs or knowledge of tax law.
• Experience supervising or supporting volunteers.
• Multilingual skills—priority languages include Spanish, Vietnamese, Chinese, Russian, Korean, Tagalog, and Amharic.
• Willingness to attain additional VITA certifications (Military, Foreign Student, etc.)

Additional Information:

United Way of King County is an exceptional workplace that can provide you with:

• Opportunities to work with smart, passionate, and enthusiastic team members and volunteers.
• Ongoing collaboration with diverse staff and other constituents
• A desirable culture of high-performance expectations and accountability
• Exciting and challenging work
• Opportunities to help solve the community's toughest problems.
• Competitive pay that is commensurate with demonstrated successful performance and experience.
• Many other benefits that we are happy to discuss with you.

Application Procedures:

Please click here to apply online via the following link. You will be asked to upload your resume and provide a cover letter as well as complete the United Way of King County application.

• **Applicants MUST apply at the United Way of King County Career Center to be considered for this position. Click here to access the Career Center to apply.***