Program Leadership and Compliance
- Develop and implement the annual VITA program plan, including goals, timelines, site schedules, volunteer needs, and program procedures.
- Serve as UWNCFL's primary operational liaison with the IRS Stakeholder Partnerships, Education and Communication (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 as needed.
Grant Management and Budget
- 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.
Volunteer and Staff Coordination
- 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, which may include two or more Site Coordinators during tax season.
- Coordinate staff and volunteer schedules and resolve operational issues.
- Maintain accurate volunteer records, certifications, and service hours.
- Recognize and celebrate volunteer contributions.
VITA Site and Client Services
- 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.
Community Engagement and Financial Literacy
- 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 focused on topics such as budgeting, saving, credit, taxes, tax credits, and other financial stability topics.
- 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.
Data, Evaluation, and Reporting
- 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 effectivess of VITA and financial literacy activities and recommend improvements.
- Collect client and volunteer feedback and document program impact through stores and other qualitative measures.
- Provide data and impact information to support UWNCFL communications, fundraising, Board reporting, and community engagement.