VITA Program Manager

United Way of North Central FL•Gainesville, FL

2d•$46,000 - $56,000

About The Position

The VITA Program Manager is responsible for the overall planning, implementation, and management of the Volunteer Income Tax Assistance (VITA) program. This role involves ensuring compliance with IRS regulations, managing grants, coordinating volunteers and staff, overseeing site operations, engaging the community, and evaluating program effectiveness. The manager will work to expand services, recruit and train volunteers, and promote financial literacy within the community.

Requirements

Current knowledge of IRS VITA/TCE requirements.
Ability to ensure VITA sites comply with IRS Quality Site Requirements, Volunteer Standards of Conduct, and security requirements.
Experience coordinating volunteer training, certification, documentation, and compliance activities.
Experience managing grants from application through closeout.
Ability to prepare grant applications, budgets, progress reports, and final reports.
Experience monitoring grant expenditures and ensuring compliance with grant requirements.
Ability to maintain accurate grant records and supporting documentation.
Experience tracking grant deliverables and performance measures.
Ability to identify additional funding opportunities.
Experience developing and implementing volunteer recruitment and retention strategies.
Experience recruiting, training, scheduling, and supporting volunteers.
Ability to ensure volunteers complete IRS certifications and training.
Experience supervising staff, which may include Site Coordinators and grant-funded temporary or part-time staff.
Ability to coordinate staff and volunteer schedules and resolve operational issues.
Ability to maintain accurate volunteer records, certifications, and service hours.
Experience identifying, evaluating, and securing appropriate program site locations.
Ability to coordinate site setup, schedules, equipment, supplies, technology, and operating procedures.
Experience conducting regular site visits and monitoring site performance.
Ability to ensure appropriate taxpayer intake, interview, tax preparation, quality review, and privacy procedures are followed.
Ability to ensure returns are prepared within the scope of the program and by appropriate certified volunteers.
Ability to monitor rejected returns and ensure appropriate follow-up.
Ability to address client concerns and ensure taxpayers are treated with professionalism, dignity, and respect.
Ability to protect taxpayer personally identifiable information and ensure required security procedures are followed.
Ability to build and maintain partnerships.
Experience developing and implementing outreach strategies.
Ability to represent the organization at community events, meetings, and presentations.
Experience coordinating financial literacy workshops and educational opportunities.
Ability to work with community partners to identify financial education needs and develop or coordinate programming.
Ability to maintain accurate program, volunteer, client, financial, and grant records.
Ability to track program performance and required measures.
Ability to prepare program reports for leadership and funders.
Ability to evaluate program effectiveness and recommend improvements.
Ability to collect client and volunteer feedback and document program impact.
Ability to provide data and impact information for communications, fundraising, and reporting.

Nice To Haves

Experience with the VITA program.
Experience with grant management.
Experience in volunteer management.
Experience in community outreach and engagement.
Experience in financial literacy education.
Experience in data collection and evaluation.

Responsibilities

Develop and implement the annual VITA program plan, including goals, timelines, site schedules, volunteer needs, and program procedures.
Serve as the primary operational liaison with the IRS SPEC program.
Maintain current knowledge of IRS VITA/TCE requirements and incorporate updates into program operations.
Ensure VITA sites comply with IRS Quality Site Requirements, Volunteer Standards of Conduct, security requirements, and UWNCFL policies.
Coordinate required volunteer training, certification, documentation, and compliance activities.
Monitor program operations and address compliance and quality concerns.
Coordinate IRS site reviews, monitoring activities, and corrective actions.
Manage VITA grants from application through closeout in collaboration with the Director of Community Impact.
Prepare grant applications, budgets, progress reports, and final reports.
Monitor grant expenditures and ensure funds are used in accordance with grant requirements and UWNCFL policies.
Maintain accurate grant records and supporting documentation.
Track grant deliverables and performance measures.
Identify additional funding opportunities and collaborate with UWNCFL's development team to support program sustainability.
Develop and implement year-round volunteer recruitment and retention strategies.
Recruit, train, schedule, and support VITA volunteers and Site Coordinators.
Ensure volunteers complete IRS certifications and training before performing assigned duties.
Supervise VITA Site Coordinators and other grant-funded temporary or part-time staff.
Coordinate staff and volunteer schedules and resolve operational issues.
Maintain accurate volunteer records, certifications, and service hours.
Recognize and celebrate volunteer contributions.
Identify, evaluate, and secure appropriate VITA site locations throughout UWNCFL's six-county service area.
Coordinate site setup, schedules, equipment, supplies, technology, and operating procedures.
Conduct regular site visits and monitor site performance.
Ensure appropriate taxpayer intake, interview, tax preparation, quality review, and privacy procedures are followed.
Ensure returns are prepared within the scope of the VITA program and by appropriate certified volunteers.
Monitor rejected returns and ensure appropriate follow-up.
Address client concerns and ensure taxpayers are treated with professionalism, dignity, and respect.
Protect taxpayer personally identifiable information and ensure required security procedures are followed.
Build and maintain partnerships that support VITA site operations, volunteer recruitment, outreach, and client referrals.
Develop and implement outreach strategies to increase awareness and utilization of VITA services.
Represent UWNCFL and VITA at community events, meetings, and presentations.
Coordinate year-round financial literacy workshops and educational opportunities.
Work with community partners to identify financial education needs and develop or coordinate appropriate programming.
Collaborate with UWNFL's Marketing/Communications function to promote VITA and financial literacy opportunities.
Maintain accurate program, volunteer, client, financial, and grant records.
Track program performance, including taxpayers served, returns prepared, volunteer participation, site activity, and other required measures.
Prepare regular program reports for the Director of Community Impact and organizational leadership.
Prepare required reports for funders and program partners.
Evaluate the effectiveness of VITA and financial literacy activities and recommend improvements.
Collect client and volunteer feedback and document program impact through stories and other qualitative measures.
Provide data and impact information to support UWNCFL communications, fundraising, Board reporting, and community engagement.