Website United Way of the Mid-South
Department/Division: Financial Stability/Community Impact
Reports to: Vice President, Strategic Development
United Way of the Mid-South is a multi-million-dollar non-profit, public charitable foundation that mobilizes financial and human resources, across 8-counties, to meet critical needs and to help ensure that hundreds of thousands of Mid-Southerners can achieve their highest potential. We support high-performing nonprofit agencies who are on the front lines fighting to decrease poverty in our community by addressing the essential building blocks for success – education, financial stability, and health – while maintaining vital safety net services in food, shelter, and safety for individuals facing crisis situations. By joining United Way of the Mid-South, you are uniting with a team who are moving the needle on poverty and making our community a place where everyone can thrive.
The United Way Free Tax Preparation Program is one of the largest Volunteer Income Tax Assistance Programs in the nation. As a key program in the Financial Stability Initiative at United Way of the Mid-South, the Free Tax Preparation Program serves over 10,000 people in the community. With economic instability exacerbated for many in the region, connections to income supports like the Earned Income Tax Credit and Child Tax Credit provide stabilizing cash assistance for families who are struggling financially.
The Program Manager mobilizes the funding, staff, and partners to provide this service annually to thousands of tax filers. The Program Manager is responsible for designing and scaling the Free Tax Preparation Program, developing strategies that will increase the economic stability of residents in our underserved communities, and advocating for improved local and national tax policies.
Primary Duties and Responsibilities
- Leads strategy and design of United Way’s free tax preparation efforts as part of our larger Community Impact agenda; leveraging strategies and working to break down barriers for community members in accessing services.
- Designs, plans, manages, evaluates, and improves all elements of United Way’s Free Tax Preparation Program and Access to Benefits Programs; mobilizes community partners and oversees volunteers; and serves as a liaison between United Way and community partners, funders, and customers. Develops reports and metrics to determine program success.
- Executes marketing and outreach efforts, ensures compliance with all IRS VITA Program policies; hires and trains seasonal staff members; supervises operational and volunteer activities at multiple tax sites during tax season.
- Develops and implements a multi-year plan to increase the impact and sustainability of programs and makes recommendations about future programs and investments; produces internal and external Program reports.
- Coordinates planning efforts with other Financial Stability programs, to effectively offer free tax preparation services to target populations and leverage existing partnerships and structures.
- Develops initiatives, maintains partnerships, facilitates meetings, and implements volunteer programs in Financial Stability priority areas.
- Researches funding opportunities in support of Financial Stability Program efforts and writes competitive grants to secure funding.
- Bachelor’s degree or equivalent, specializing in Social Science or a related field.
- Must have three years’ experience in community engagement/organizing program and volunteer management.
- Knowledge of tax preparation law and/or software.
- Desirable willingness and ability to become proficient in using TaxSlayer software and obtain IRS tax certification at the “Advanced” level.
- Speaking and understanding other languages such as Spanish and Vietnamese, is a plus.
- Supervisory experience required.
Direct supervisory responsibility includes the authority to hire, transfer, suspend, layoff, recall, promote, discharge, assign, reward or discipline subordinate employees or effectively recommend such actions. Direct reports include permanent and seasonal staff.
This job requires the individual to be able to lift 25 pounds and be able to maneuver a mobile cart for supplies and materials. While performing the duties of this job, the employee is regularly required to stand for long periods of time. The position may also require significant walking and capacity to climb stairs, and the ability to talk to and hear customers during events. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus. The job requires computer work and attention to detail. There may be additional physical requirements associated with off-site events.
United Way of the Mid-South is an equal opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law. This non-discrimination policy extends to all terms, conditions, and privileges of employment, as well as, the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way of the Mid-South will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in undue hardship.
Flexible hours are required as job duties demand. Must have a valid Driver’s License, car insurance, and reliable transportation. Must have personal cell phone to communicate outside of the office.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
Technical/Functional Competencies (Community Impact)
- Effective Communications
- Adaptability and Change Management
- Strategic Community Collaboration
- Volunteer Engagement
- Advocacy and Public Policy
TALENT MANAGEMENT & PEOPLE DEVELOPMENT
- Builds and leads a diverse team that enables the organization to succeed; Hires the right people; Demands high performance and results; Ensures people’s work is aligned with mission and strategy.
- Is open to new ideas; Invests time and resources in training, development and succession for the department; Identifies and grooms high-potentials; Delegates effectively.
- Coaches and mentors employees and teams.
- Receives and provides feedback in a constructive way that builds confidence among staff; Addresses performance problems.
BUSINESS ACUMEN & STRATEGIC DIRECTION
- Demonstrates understanding and knowledge of the United Way network; Understands business of the organization and effectively creates strategy.
- Understands the community and its business environment.
- Understands general business and financial principles required to effectively lead, manage and align resources for performance; Is able to read financial statements and create budgets.
- Contributes to the bottom line by helping the organization grow its resources and capacity.
OPERATIONAL PLANNING & EXECUTION
- Establishes effective and efficient processes that align their department priorities with organization goals, strategy and mission;
- Collaborates effectively within the organization.
- Inspires and motivates people to build the culture of United Way as the Mission of Choice.
- Engages volunteers in a way that helps execute the strategy.
- Develops strategic relationships to benefit United Way and the community; Knows key players in the community and is diligent in maintaining and expanding the network of partners.
- Seeks learning from inside and outside the network to build skills, knowledge, and abilities to challenge the organization in reaching its potential.
- Is an effective spokesperson for United Way and its work
- Is present and visible in community and with partners (donors, volunteers…); Engages, listens and understands community aspirations.
- Establishes credibility as a leader on critical issues and solutions affecting the community.
United Way Core Competencies for ALL Staff
- Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
- Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
- Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
- Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.
To apply for this job email your details to firstname.lastname@example.org