Financial Services Manager

Goodwill Southern Rivers•Columbus, GA

2d•Onsite

About The Position

At GoodwillSR, we don’t just talk about transforming lives; we make it happen every single day. As a Financial Services Manager, you’ll lead a dynamic team and serve as a vital community connector, helping individuals unlock their full potential through different financial services programs. This is more than a leadership role; it’s a chance to make a real, measurable impact in your community.

Requirements

4+ years of accounting experience, tax knowledge, and tax law training.
Proficiency in the use of and ability to instruct volunteers and seasonal staff in the use of TaxSlayer (and all TaxSlayer tools and updates).
Proficiency in the use of and ability to facilitate use by clients of irs.gov, ID.me, and other financial resources available virtually.
Certify in tax law for multiple years and complete site coordinator certification.
Ensure all IRS Quality Site Requirements (QSRs), maintain compliance with program policies and procedures, and ensure staff and volunteers are properly trained, certified, and supported.

Nice To Haves

Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.

Responsibilities

Develop, implement, and oversee community-based financial services programs, including free tax preparation and financial education workshops.
Hire, train, schedule, and supervise VITA program staff, volunteers, and AmeriCorps members, ensuring comprehensive training in tax law, software, and program procedures.
Monitor the effective use of IRS certification tools and other platforms to support volunteer and staff training and certification.
Provide ongoing coaching, support, and professional development while fostering a positive, collaborative, and customer-focused work environment.
Work closely with the Director of Business Engagement and AmeriCorps Program Manager to establish and oversee the VITA Program throughout the GoodwillSR territory, ensuring timely submission of all required IRS and program documentation.
Certify in tax law for multiple years and complete site coordinator certification.
Ensure all IRS Quality Site Requirements (QSRs), maintain compliance with program policies and procedures, and ensure staff and volunteers are properly trained, certified, and supported.
Respond to client inquiries and provide exceptional customer service by addressing questions related to tax preparation, completed tax returns, amended returns, and financial services programs.
Handle client concerns and complaints professionally, coordinate resolutions, and maintain thorough documentation to support compliance and quality service standards.
Develop and manage the annual budget, ensuring fiscal responsibility, accountability, and effective stewardship of grant and program funds.
Design, coordinate, and deliver financial education workshops throughout the GoodwillSR territory to promote financial literacy and economic self-sufficiency.
Lead the development and submission of grant proposals, budgets, and supporting documentation, and ensure accurate, timely grant reporting and compliance with all funding requirements.