Seasonal Tax Site Manager

Company Overview

Prepare + Prosper (P+P) is a nonprofit that works with people to build financial well-being and address financial inclusion. Harnessing the power of volunteers and partnerships, we provide free tax preparation and financial services, products, and coaching, and work to change systems to create economic opportunity for everyone. We are committed to the principles of diversity, equity, and inclusion in our work and are particularly interested in receiving applications from people of color and those with lived experiences similar to the people who use our programs.

Learn more about P+P at prepareandprosper.org.

How to Apply

Please submit your resume to jobs@prepareandprosper.org with the subject line “Seasonal Site Manager.” Positions will be open until filled. Indicate in your email where you heard of the position opening. We encourage you to tell us what interests you in working for P+P, and why you are interested in the organization, particularly if you have previously volunteered or have been a customer of P+P. Please share highlights of your personal and professional background that would help us see you as an outstanding candidate.

Job Summary

This role exists to run an assigned tax clinic shift so customers have a smooth, welcoming experience and volunteers can safely prepare accurate tax returns and connect customers to financial services that work for them.

Primary Responsibilities and Essential Functions

Volunteer and shift leadership (45%)

• Lead the volunteers on your shift (usually 8–15 people) so the clinic runs smoothly from start to finish.
• Assign volunteer roles for each shift (greeting, intake, tax preparation, quality review, financial services) based on skills, certifications, and language capacity.
• Provide clear, calm direction during the shift: start-of-shift huddles, role reminders, and plan for the day.
• Be the point person for on-the-spot questions from volunteers about process, customer flow, and when to involve TFS staff for more complex issues.
• Give timely, constructive feedback to volunteers during and after shifts and share observations with Volunteer Resources and TFS staff.

Customer experience and accessibility (25%)

• Ensure every customer is welcomed, knows what to expect, and understands where they are in the process (check-in, intake, preparation, review, exit).
• Monitor wait times and adjust flow, keeping in mind the needs of older adults, people with disabilities, and customers who do not primarily speak English.
• Help volunteers explain tax and financial information in clear, plain language, using interpreters or bilingual staff/volunteers when needed.
• De-escalate concerns and resolve common issues (unexpected wait times, incomplete documents, rescheduling) in a patient and respectful way.
• Make sure privacy is protected during intake and tax preparation, especially when clinics are in shared or noisy spaces.

Tax clinic operations and quality (20%)

• Oversee day-of-site logistics for your assigned shift: setup, equipment checks, supplies, and closing procedures.
• Follow P+P’s standard clinic flow, data privacy rules, and IRS VITA guidelines, and make sure volunteers do the same.
• Monitor the mix of appointments and walk-ins; coordinate with customer service and TFS staff when you need to adjust the schedule.
• Flag complex or unusual tax situations and connect volunteers to advanced preparers, TFS coordinators, or the TFS Senior Manager when needed.
• Use checklists and simple tracking tools to document basic shift information (number of customers served, no-shows, notable issues) and share patterns with TFS staff.

Training, communication, and learning (10%)

• Attend required pre-season and in-season training and pass the appropriate IRS VITA certification tests for your role (training provided).
• Model P+P’s processes and customer-service expectations for volunteers, especially new volunteers and those new to VITA.
• Share on-the-ground feedback about tools, forms, and procedures with TFS and Volunteer Resources staff to improve future seasons and mid-season adjustments.
• Stay current on key changes to clinic procedures and communicate those changes clearly to volunteers at the start of each shift.

Scope and Key Relationships

Scope

• Helps operate a free tax clinic site that serves a significant number of low- to moderate-income customers each shift during tax season.
• Leads a team of 8–15 volunteers per shift, often in partnership with a co-site manager.
• Responsible for the feel and flow of the clinic during their assigned shifts; not responsible for year-round program design or budgeting.

Key relationships

• Internal: TFS Coordinators and Senior Manager, Seasonal Site Managers, Volunteer Resources staff, Customer Service staff, Financial Empowerment staff, other seasonal staff.
• External: Customers, interpreters, and site host staff at clinic locations.

Qualifications

Minimum

• Experience working directly with the public in customer service, community programs, education, or a similar setting.
• Ability to lead a small group in fast-paced situations, stay calm under pressure, and make practical decisions within clear guidelines.
• Comfort working with people from a wide range of backgrounds, including older adults, people with disabilities, and people who do not primarily speak English.
• Willingness to learn tax concepts, clinic procedures, and basic use of tax software and other tools; ability to follow detailed procedures.
• Strong organizational skills and attention to detail; able to track many moving pieces during a shift.
• Ability to communicate clearly, both in person and in writing, and to explain information in plain language.

Preferred

• Prior experience in free tax preparation, VITA, or personal tax preparation, or experience in a related financial or social services setting.
• Experience coordinating volunteers or leading teams in a nonprofit, school, or community setting.
• Multilingual or multicultural experience (for example Spanish, Somali, Hmong, or ASL) is a plus.

Work Conditions

• Seasonal role, primarily late January through mid-April, with training in December–January.
• Most work is performed in-person at tax sites around the Twin Cities metro area; accessibility of specific host locations may vary.
• Typical shifts are weekday evenings and Saturdays; some daytime hours may be available.
• This role routinely uses standard office equipment (laptops, printers, phones, copiers) and requires moving within the site, setting up equipment, and carrying supplies up to 25 pounds with or without accommodation.
• Travel between P+P’s main office and tax sites is required; mileage is reimbursed for work-related travel.

Our Commitment to Equal Employment Opportunity

Prepare + Prosper is an equal opportunity employer and does not discriminate on the basis of race, skin color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood.