Director, VITA Services

POSITION SUMMARY

The Volunteer Income Tax Assistance (VITA) Program is a community financial wellness initiative led by United Way of Tucson and Southern Arizona and delivered in collaboration with partners throughout the state of Arizona. Through a network of dedicated volunteers, this program provides free, quality tax preparation from IRS-certified individuals. Our VITA program supports the financial wellbeing of low to moderate income taxpayers by helping them save money on their return, avoid predatory lending practices, connect to resources, and access tax credits for which they are eligible.

The individual in this role reports to the Senior Director of VITA Services and will work collaboratively with other United Way teams. This position is primarily responsible for VITA operations, requires considerable creativity, independent judgment, and ability to assume significant responsibility with minimal supervision. The VITA Director will provide coordination, organization and supervision for all VITA site locations, outreach, volunteer support and public events. A successful candidate should demonstrate outstanding communication, project management, and organizational skills.

This is a full-time, non-exempt, grant funded position. This role requires occasional travel throughout Pima County.

All United Way Tucson and Southern Arizona (UWTSA) programs and strategies work toward
eliminating racial, ethnic, and socio-economic disparities for an educated, thriving, and equitable community.

United Way offers competitive wages and a generous benefits packet with employer contributions for full-time employees including medical, dental, 401K, HRA, PTO, 13 paid holidays, and opportunities for educational and professional development. For more information about our organization, see www.unitedwaytucson.org.

SALARY $60,000 - $65,000 annually

RESPONSIBILITIES
• Complete United Way’s VITA training program to become IRS-certified and demonstrate proficiency as an advanced level tax preparer.
• Develop a strong understanding of tax preparation processes, regulations, and related topics to offer efficient and effective support to volunteer tax preparers and VITA staff.
• Maintain a relationship with IRS SPEC Officer and Grant Program Analyst to ensure smooth delivery of grant funded program activities.
• Develop and manage a year-round implementation calendar for VITA planning and execution.
• Supervise VITA team members.
• Assist with recruitment for VITA in conjunction with the Outreach and Volunteer Coordinator.
• Identify potential sites, act as liaison with site contacts, and train partner contacts to build self-sufficient VITA sites.
• Train volunteer Site Coordinators in proper policy and site operation.
• Work with the Outreach & Volunteer Coordinator to help publicize sites throughout the community.
• Develop and maintain schedules for in person, mobile and pop-up VITA sites.
• Ensure that adequate volunteer coverage (including screeners, preparers and quality reviewers), supplies and equipment are scheduled/maintained at VITA sites.
• Monitor sites to ensure quality review is being conducted, privacy is being maintained, returns are filed.
• Compile timely statistical reports for relevant stakeholders (including the IRS) and /or partners.

Management and Administration
• Contribute to the design and implementation of continuous program improvement efforts.
• Assist in the development of innovations and new program initiatives, especially with respect to volunteer recruitment and retention.
• Assist with management of data, including tracking, analysis, and dashboard reporting of VITA volunteer contributions and program metrics.
• Direct the development and facilitation of training workshops and materials.
• Coordinate effective communication between VITA staff and VITA volunteers.
• Assist in the creation of site-based teams, identifying volunteer leaders and site coordinators.
• Manage scheduling and coordination of volunteer training, meetings, and support sessions.
• Conduct surveys, focus groups, or other appropriate means for obtaining feedback from volunteers and stakeholders.
• Direct daily operations, supply procurement, purchase order, expense report and invoice creation.
• Assist with VITA budget creation and management.

Facilitation/Coordination
• Cultivate and maintain outstanding relationships with existing and new volunteers and partner agencies.
• Network with public and private groups, organizations, and entities in an effort to recruit and engage volunteers.
• Foster cross departmental relationships and collaborative work, projects, and initiatives within United Way strategic areas of focus.
• Collaborate with IT to support virtual volunteer experience.

Resource Development and Marketing
• Create and edit a variety of written documents, correspondence, presentations, and reports.
• Attend and represent VTA at community meetings and events, communicating program mission, vision, and benefits.
• Present to community members, agencies, civic groups, businesses, workplace campaigns about VITA volunteer opportunities.
• Work with Communications and Engagement Department to develop VITA program promotional materials.
• Perform other duties as assigned.

QUALIFICATIONS, SKILLS, AND ABILITIES

• Bachelor’s degree from an accredited university or college; One year experience managing a volunteer workforce or equivalent combination of education and experience.
• Previous work in a financial, accounting, tax preparation or related field highly beneficial.
• Experience training or supervising others.
• Strong ability to analyze, organize, synthesize, and prioritize tasks.
• Thrives in team-based work and projects.
• Excellent written/verbal communication and public speaking skills.
• Experience with data extraction, management, manipulation.
• Strong computer software skills: customer management systems, word processing, spreadsheets, databases, forms, tax software; Microsoft Office Suite experience helpful.
• Ability to manage multiple tasks, occasionally under time constraints.
• Ability to work in a culturally sensitive manner with diverse populations.
• Demonstrates excellent customer service, problem solving, conflict resolution, confidentiality, decision making, team building, time management.
• Ability to maintain a flexible work schedule and adjust it as required by changing demands.
• Ability to travel to community sites throughout Pima County.
• Valid AZ Driver’s License, registration and proof of current automobile insurance.
• Ability to occasionally lift up to 30 lbs. when necessary.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position.

POLICY STATEMENT
The United Way of Tucson and Southern Arizona is an equal opportunity employer. We
champion diversity, equity, and inclusion. We take action to ensure equal opportunity and all
candidates are considered without regard to race, color, religion, national origin, age, sex,
sexual orientation, gender identity, marital status, ancestry, physical or mental disability,
veteran status, or any other legally protected status.