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Organizational Overview
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 that 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 that is moving the needle on poverty and making our community a place where everyone can thrive.
Position Overview 
The United Way of the Mid-South (UWMS) is seeking a well-organized and independent leader to serve as a Mobile Assistant Site Coordinator for a Free Tax Preparation/ VITA (Volunteer Income Tax Assistance) mobile tax site providing free tax preparation at various locations. Assisting with overseeing a mobile free tax site, which offers free federal and state income tax preparation for qualifying families and individuals from January - April. With the guidance of Community Impact leadership, this individual will assist in the management of a Free Tax Preparation/VITA site.
Primary Duties and Responsibilities 
<ul><li>The Mobile Assistant Site Coordinator will assist in managing a mobile tax site for the tax season, providing Free Tax preparation at various locations.&nbsp;</li>
<li>Helping to recruit, schedule and manage volunteer tax preparers for the season, ensuring all volunteers have obtained the necessary certifications.</li>
<li>Conduct Quality Reviews of returns filed by fellow volunteers.</li>
<li>Assist in site management including, maintaining confidentiality, client services, tax return review and transmission, and volunteer relations</li>
<li>Provides support and guidance to volunteer staff who prepare electronic tax returns for low and moderate-income taxpayers.</li>
<li>Responsible for the collaboration with the United Way Agency partners who will help in identifying potential clients for tax preparation.</li>
<li>Assisting with tax preparation when necessary.&nbsp;</li>
<li>Completing the Volunteer Standards of Conduct, Intake/Interview/Quality Review, Site Coordinator, advanced IRS Tax Law, HSA and Military certifications</li>
</ul><ul><li>Assisting in providing regular reports to UWMS to support IRS reporting requirements.&nbsp;</li>
</ul>Qualifications
<ul><li>A general understanding of income tax law is helpful, paid IRS-sponsored training will be provided</li>
<li>Successful completion of the IRS advanced course is required to provide quality control, support, and guidance to volunteers</li>
<li>Ability to work well in a fast-paced environment, and display a supportive and professional disposition with diverse populations</li>
<li>Experience and comfort serving clients from diverse backgrounds</li>
<li>Comfort with technology (computers, software, internet platforms, etc)</li>
<li>Self-motivated with a high degree of flexibility, creativity, and independence</li>
<li>Flexible schedule (some assignments will require weekend/evening work)</li>
<li>Possess excellent organizational, leadership, and management skills</li>
<li>Reliable transportation to drive to the tax site and transport all necessary equipment as needed.</li>
<li>Flexible schedule (some assignments will require weekend/evening work)</li>
</ul>Physical Requirements
This position requires the employee to be able to lift 30 pounds.&nbsp; The employee is regularly required to stand for long periods of time.&nbsp; The employee is frequently required to use finger and hand motion, and to reach using arms and hands.&nbsp;&nbsp; The position may also require significant walking and capability to climb stairs.&nbsp; The employee will need to have the ability to talk to and hear customers during events.&nbsp; Specific visual abilities required include close vision, distance vision, depth perception and ability to adjust focus.&nbsp; There may be additional physical requirements associated with off-site corporate or volunteer events.
WORKING CONDITIONS
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.&nbsp; This nondiscrimination 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 action.
&nbsp;United Way of the Mid-South will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship. United Way of the Mid-South is committed to demonstrating diversity, equity, and inclusion in our workplace and community. We value the unique skills and contributions of each individual and believe in the power of collective leadership, accountability, and unity.
This position requires a valid Driver’s License, car insurance and reliable transportation.&nbsp; The position also requires flexible hours outside of normal business hours and some local travel to meet with partners.
Other Duties
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.
United Way Core Competencies for ALL Staff 
<ul><li>Mission-Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations.</li>
<li>Relationship-Oriented: Understands that people come before the process and is astute in cultivating and managing relationships toward a common goal.</li>
<li>Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li>
<li>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.</li>
<li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li>
</ul>

United Way of the Mid-South

Free Tax Prep Mobile Assistant Site Coordinator

ORGANIZATIONAL OVERVIEW 
	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 that are on the front lines fighting to decrease 
	poverty in our community. By joining United Way of the Mid-South (UWMS), you are uniting with 
	a team that is moving the needle on poverty and making our community a place where 
	everyone can thrive.
POSITION OVERVIEW 
	The Senior Associate, Grants Specialist supports the development of grant compliance 
	processes and procedures. The Grants Specialist will ensure compliance with established 
	internal control procedures for grants administration and grants management
PRIMARY DUTIES AND RESPONSIBILITIES 
	● Develop and maintain grant record-keeping systems, budgets, procedures and 
	documentation to provide for efficient project and department operation. 
	● Coordination of grant communication efforts between UWMS internal and external 
	stakeholders. 
	● Compile information into reports, graphs, tables, and other data presentation forms. 
	● Review, monitor, and analyze monthly financial transactions to ensure compliance with 
	grant requirements. 
	● Develop, coordinate and facilitate stakeholder training for grant compliance. 
	● Ensure compliance with established internal control procedures by examining records, 
	reports, operating practices, and documentation. 
	● Assist with preparation for monthly budget meetings. 
	● Assist in reviewing grant applications and grant budgets.
Senior Associate, DTD Grant Specialist
● Prepares accurate and timely financial reports on grants for internal management purposes. 
	● Develop and maintain standard operating procedures and user guides.
QUALIFICATIONS 
	● Bachelor’s Degree or equivalent work experience 
	● Excellent interpersonal skills. 
	● Strong written and verbal communication skills. 
	● Strong organizational and time management skills with the ability to manage multiple 
	deadlines, tasks, and projects efficiently and effectively.
PHYSICAL REQUIREMENTS 
	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 
	the ability to adjust focus. The job requires computer work and attention to detail. There may 
	be additional physical requirements associated with off-site events.
WORKING CONDITIONS 
	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 nondiscrimination 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&nbsp;disabilities unless doing so would result in an undue hardship. United Way of the Mid- 
	&nbsp;South is committed to demonstrating diversity, equity, and inclusion in our workplace and community. We value each individual's unique skills and contributions and believe in the power 
	of collective leadership, accountability and unity. 
	Flexible hours are required as job duties demand. Must have a valid Driver’s License, car 
	insurance, and reliable transportation. Must have a personal cell phone to communicate outside 
	of the office.
OTHER DUTIES
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. 
	&nbsp;
UNITED WAY CORE COMPETENCIES
● Mission-Focused: Catalyze others’ commitment to the 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 the 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.
APPLICATION PROCESS 
	Qualified applicants should send a cover letter, resume, and three references (with phone 
	numbers) to the attention of <a href="mailto:careers@uwmidsouth.org" target="_blank">careers@uwmidsouth.org</a>. Please be sure to reference the position 
	for which you are applying in the subject line of your correspondence. For more information 
	about United Way of the Mid-South, please visit us online at <a href="http://www.uwmidsouth.org" target="_blank">www.uwmidsouth.org</a>.

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