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VITA Tax Services Manager

Branches, Inc. Miami, FL

  • Posted: over a month ago
  • Full-Time
Job Description: POSITION SUMMARY: This position will provide management and leadership to existing and emerging VITA services of Branches, the Miami-Dade VITA Coalition and Florida Tax coalition. Taking a key role in the community, the VITA Tax Services Manager will represent the reputation and mission of Branches to the staff, partners, stakeholders, and the general public. This position will ensure the VITA program delivers effective service while also working to expand the geographic footprint of the Florida Tax Pros/Miami-Dade VITA Coalition. Providing support for Florida Tax Pros and VITA coalition partners and their supervisors in achieving the programmatic goals will be an important component for success. PRIMARY RESPONSIBILITIES 1. Program Operations (50%)Assist supervisors to ensure effective performance of the VITA program and VITA grant for Branches and the CoalitionAssist supervisors to oversee the IRS VITA grant, including the annual application and reporting processEnsure the Coalition is meeting the goals and targets for the program aligning with Branches organizational goals and grantsIdentify program needs and inform supervisor of the processes that need updating, revision and/ or improvementReinforce, communicate policies and procedures of the program operations and standards to the partners, team and all stakeholdersAssist supervisors to oversee and lead day to day program operations ensuring smooth transactions for team and filers for CoalitionResponsible for implementing and leading programmatic changes to maintain program deliverablesCollaborate with senior leadership to develop a strategy to create efficiencies and reach annual IRS and grant-related goalsTrack goals, progress, and all other program developmentsAssist supervisors to maintain clear and timely communication with the IRS grants office, IRS SPEC partners, Branches management and staff, and other key partners and stakeholders as appropriatePlan and provide for operational and logistical needs throughout the Coalition, including securing sites, Virtual Tax Prep software, appointment booking software, space coordination, computer and other supplies, marketing materials, etc.Collaborate with HR and supervisor to recruit, onboard, and oversee site coordinators funded by Branches and/or VITA grant(s)Work with senior leadership team to plan and implement a kick-off event for VITA, coordinating representatives, media and advertisements, as well as a Volunteer Recognition EventCoordinate and teach as needed: VITA/IRS Certification trainings, "Train the Trainers", Site Coordinator trainings, Virtual Tax Prep Platform and Branches staff trainingsTrack and complete VITA reports and statisticsParticipate in program conference calls and communications to stay abreast of developments throughout the tax seasonManage social media efforts on behalf of Branches VITA sites, Miami Tax Pros and Florida Tax Pros to raise awareness of the VITA program and services 2. Partner Management (40%)Develop partners (new and existing) and evaluate partner and/or Coalition needsLead the recruitment, enrollment, and engagement of volunteers and site coordinators for the Miami-Dade VITA CoalitionCoordinate annual volunteer recruitment and recognition eventsDevelop, implement and monitor the plan for outreach events and goalsFollow and enforce partnership management process and proceduresIdentify trainings needed by taxpayers and community, schedule and coordinate trainings and trainersPromote and evaluate performance of trainings and if the trainings meet the targets and goals 3. Branches Site Management (10%)Follow the VITA Volunteer Standards of Conduct provided by the IRS and BranchesPrepare tax returns both virtually and through scanned documents for taxpayers at Branches' VITA sites as neededEnforce Covid-19 protocol and proceduresConduct site orientation for volunteers and necessary documentation as well as information about the program and their roleIdentify and develop needs and roles for volunteers within the program in collaboration with the Associate Director of Financial ServicesWork with Asset Building Manager to coordinate volunteer placement for VITA volunteers at Branches sites WHO WE ARE Branches exists to serve, educate and inspire people through student, family and financial stability services in partnership with our communities. Branches provides opportunities for working poor families to help them and their children become better educated and more financially stable in the long-term. Our program areas that serve children and youth focus on student Achievement, and our Achieve programs focus on financial stability services for families and individuals. The Grow program provides after-school enrichment and tutoring for elementary students. The Climb program serves middle and high school students to enable them to succeed in school and life. The Achieve programs serve adults and provide small business development services, free tax prep, affordable car loans, and hunger relief. We also provide personal financial coaching through the United Way Center for Financial Stability, which we house and operate. OUR VALUES Our values shape our culture and guide our actions and decisions each day. Each value and its statement convey the ways we live up to this commitment and fulfill our mission. To be a high impact organization, we hold ourselves responsible for adhering to our values as our principles: Professionalism We strive to exceed the expectations of those we serve including everyone who is connected to our mission. We adopt an attitude of service by actively listening, being proactive and inspirational. We aspire to provide quality service and efficient support while being resourceful and persistent both for those we serve and for one another. Professionalism for us includes respect for one another, upholding high quality service standards, and being actively engaged as we aim to make a long-term impact. Accountability We take ownership and full responsibility of our roles and organization's impact. We know that all of our actions and decisions impact others. We seek solutions, take action and make decisions that will result in a high standard. We take pride in this standard, knowing that our work touches many lives. Collaboration We believe that collaboration within and between our teams as well as with our partners leads to better outcomes. We apply our strengths, use our gifts, communicate well, and promote positive relationships that foster strong teams. Synergy grows from teamwork, cooperation and interdependence. Collaboration leads to mutually reinforcing relationships among our team members and with our valued stakeholders. ComPassion We are motivated to help people alleviate suffering and hardships and are energized by the opportunity to care for and serve others. Our passion to serve is evident by the quality of our work, the stories we share and the positive attitude and energy we bring to work every day. Our compassion is evident by the respect and care we show to all people. Trust We Achieve a high level of trust by caring for each other and holding one another accountable to be truthful and dependable in all our relationships and decisions. We align our words with actions so that we are consistent and reliable each day. We attain our goals by creating clear, accurate, transparent systems and uphold the highest ethical standards in managing our resources and relationships. WORKING CONDITIONS Project Coordinators' work is typically done at a desk, cubicle, or other office style environment. However, in light of COVID-19, coordinators will be permitted to telework. Minimal walking, carrying of files, and lifting of light equipment (e.g. laptop) is required, and will vary slightly due to site location. Some coordinators may be asked to perform their regular duties at temporary locations or partner sites during the project. Hours vary by site location and participant demand, and may change during the project. * This is a full-time, exempt position which includes the following benefits: affordable medical, dental, vision and short-term disability insurance, 11 paid holidays per year, generous paid time off and 6% retirement matching. Salary - $49,000/annually. * Minimum Bachelor's degree preferred, preferably in business, management, social services, or related fieldsMust take and pass IRS VITA certifications including: Standards of Conduct, Intake /Interview & Quality Review exams, Site Coordinator Course, Advanced Certification ExamProficiency in written and spoken English necessary; Creole or Spanish speaking ability is desiredExperience and demonstrated success in serving at-risk and/or low-to-moderate income populations is desiredExperience and demonstrated success in working with local churches, schools, workforce offices and/or community groups and building collaborations is desiredExperienced and comfortable communicating one-on-one and with small groups of people on a variety of financial topics is preferred Branches CompetenciesService OrientationLearning OrientationPlanning and OrganizationCross Cultural SensitivityInitiative/CreativityAdaptability/FlexibilityPartnership Development Manager CompetenciesPlanningOrganizingMotivatingMonitoring & Evaluating

Branches, Inc.


Miami, FL
33168 USA
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