Program Manager, Financial Stability (Tax Preparation) (Income Tax)

Job Description

Job Description

Description :

United Way of the Bluegrass (UWBG) works to create the opportunity for all community members to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships / collaborations, convening resource mobilization and investment, and backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate, and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky.

POSITION

The role of the Program Manager, Financial Stability, is to provide leadership for UWBG in all aspects of its income management and financial education agenda. The manager leads all relevant financial education programming, including staff coordination and volunteer recruitment, service delivery, data collection, program evaluation, and grant compliance. The position is responsible for the overall growth, marketing, and performance of the VITA (Volunteer Income Tax Assistance) Program, and it includes recruiting, training, and managing volunteers and tax site preparation, including operations, oversight of volunteer preparers, and quality control.

ESSENTIAL FUNCTIONS :

Program Management : VITA (Volunteer Income Tax Assistance Program)

• Manage staff of coordinators who will recruit and retain adequate volunteer staff to administer the Federal Volunteer Income Tax Assistance (VITA) program.
• Meet or exceed established goals set by the granting agency.
• Lead tax preparation training course & orientation for all volunteers
• Work with the staff of coordinators to establish partnerships with organizations that will allow volunteer tax preparation at their site.
• Work in collaboration with the VITA tax partners to administer, maintain, and expand VITA tax sites.
• Work with marketing, 211, and WayPoint Directors to promote free VITA tax preparation and recruit volunteers.
• Act as liaison between the VITA tax sites and the IRS
• Manage other grant-funded financial education programs as needed.

Grants Management

Other

SUPERVISORY RESPONSIBILITIES

CORE UNITED WAY COMPETENCIES

COMMUNITY IMPACT COMPETENCIES

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be primarily based out of the Marksbury / Palmer Waypoint Center. This position requires regular travel between VITA sites throughout the communities we serve.

EXPECTED WORK HOURS

Tax season is defined as January through April. During this period, the expected work hours are Monday through Thursday, 11 : 30 AM to 8 : 00 PM, and Friday, 8 : 30 AM to 5 : 00 PM. From May through December, the standard work hours are Monday through Friday, 8 : 30 AM to 5 : 00 PM. Occasional Saturday work is required throughout the year. Flextime hours must be pre-approved by your manager. Employees must be willing to work a non-standard schedule, including nights, weekends, and other unusual hours, particularly during tax season.

PHYSICAL REQUIREMENTS

The employee must regularly communicate clearly, in oral and written formats, with others in person, over the phone, and via other devices. The employee must be able to transcribe, read extensively, prepare, and analyze data and figures, and operate a computer and other standard office machinery. The employee must be able to lift, carry, push, and / or pull objects weighing up to 25 lbs.

PRE-EMPLOYMENT SCREENING REQUIREMENTS

Any candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, language testing, and Motor Vehicle Record (MVR) review.

BENEFITS

Our robust benefits package includes 100% employer-paid premiums on employee-only health, dental, and vision plans; 3%-6% employer contributions to 401(k), employer-paid life / STD

SALARY

22.00 - $26.28 per hour

The position is funded by an Internal Revenue Service (IRS) grant through September 30, 2026. This grant funded position is subject to review by leadership annually. Continued employment beyond the time and scope of the grant is contingent on ongoing support from the IRS or other resources developed by UWBG.

Requirements : QUALIFICATIONS

Certification / License