Financial Stability Manager

UNITED WAY OF STANISLAUS COUNTY

JOB DESCRIPTION

Job Title: Financial Stability Manager

Report to: Director of Impact

Status: Full-time Regular, exempt.

Location: Office in Modesto, but this position will travel around Stanislaus County

Date: September 2024

About the United Way of Stanislaus County: Envisioning the transformation of communities to empower human capital achievement, we serve as a catalyst for enhancing collective impact in health, education, and financial stability. Our core values include compassion, transparency, integrity, collaboration, innovation, and activation. Unapologetically committed to diversity, equity, and inclusion, we work urgently to drive impact in health, education, and financial stability. As a results-driven organization dedicated to excellence, we appreciate employees who can clearly articulate their progress toward deliverables and identify areas where they require support. We aspire to be an organization that accelerates professional development while pioneering innovative solutions to longstanding community challenges. We seek collaborators who embrace a growth mindset, lead with curiosity and transparency, and demonstrate a strong work ethic.

Diversity, Equity, and Inclusion are fundamental to achieving our impact:

United Way of Stanislaus County envisions a region where equity, opportunity, and prosperity abound. We acknowledge the specific role discrimination and systemic barriers based on race, ethnicity, and other varied identities and differences have played in limiting opportunities for too many. A commitment to Diversity, Equity, and Inclusion is at the core of who we are, the decisions we make, and the actions we take in our work to strengthen the communities we serve and advance our strategic focus to close the racial and ethnic wealth gap.

Position Summary:

The United Way Financial Stability Manager develops and oversees the programs and services United Way offers to reduce the racial wealth gap. This is a pivotal role in organizing and overseeing free tax preparation events and initiatives, aimed at helping individuals and families access essential tax services, tax credits, and financial education. This individual will collaborate with various partners and volunteers to ensure the successful execution of tax preparation programs that benefit our community. The Financial Stability Manager is responsible for building and implementing a strategic plan that focuses on increasing the number of tax returns filings and ITIN application submissions for low-income community members.

Key Responsibilities/Essential Functions:

· Program Planning and Coordination:

o Plan, coordinate, and execute free tax preparation program in accordance with United Way guidelines and goals.

o Collaborate with partner organizations, community groups, and volunteers to ensure seamless program delivery.

o Work closely with the Director of Impact and Director of Operations to implement and oversee a detailed program schedule and budget.

o Monitor the program budget and ensure program schedule is on track with both deliverables and budget.

o Lead and/or coordinate comprehensive training for free tax preparation services and/or financial resilience workshops.

· Community Engagement:

o Foster and maintain cross-sector community partnerships (i.e. other nonprofits, government, and business partners).

o Implement marketing and outreach strategies to raise awareness about free tax preparation services and available credits, especially targeting low-income individuals and families.

o Utilize various channels such as social media, community events, and partnerships to promote tax assistance programs.

o Outreach to organizations with shared values or missions to promote services to individuals and families they serve. This may also include outreach at community events.

· Volunteer and Site Management:

o Recruit, train, and supervise volunteers, ensuring they are equipped to provide accurate tax assistance.

o Manage volunteer schedules and provide ongoing support to volunteers. throughout the tax season.

o Manage and support the sub-granted partner sites (if applicable, Family Resource Centers) contracted to provide free tax preparation services.

· Client Assistance:

o Assist clients in understanding tax credits, deductions, and eligibility criteria.

o Address client inquiries and concerns related to tax preparation services.

o Provide/coordinate free tax preparation services and financial education for eligible individuals and families/priority populations.

· Reporting and Compliance:

o Ensure that tax preparation services comply with IRS regulations and standards.

o Conduct quality checks on tax returns to minimize errors.

o Maintain accurate records of program participants, services provided, and outcomes achieved.

o Compile and submit necessary reports and documentation to United Way and relevant agencies, especially regarding grant and funding opportunities.

· Other duties as assigned.

Qualifications:

· Bachelor’s degree in related field (i.e. Finance, business, social work) or equivalent work experience or combination of education and equivalent year-over-year experience.

· Strong organizational and project management skills.

· Excellent communication skills.

· Proficiency in using tax preparation software (example Tax Slayer, Turbo Tax) is a plus.

· Ability to work flexible hours, including evenings and weekends during tax season.

· Knowledge of tax laws and regulations, with experience in tax preparation or the Volunteer Income Tax Assistance (VITA) program.

· Commitment to the mission and values of United Way.

· Current California Class C driver’s license and verifiable automobile insurance.

Required Skills and Abilities:

· Results-driven individual focused on the organization’s goals.

· Ability to demonstrate strong project management to coordinate outreach, training, and multiple (financial classes or free tax sites) operating at once.

· Advanced computer, presentation, and communication (oral and written) skills.

· Proficient at using Microsoft Office, Google Suites, and working knowledge of technology and business-related software (i.e. tax filing).

· Strong analytical and numerical skills.

· Ability to multi-task under tight deadlines in a fast-paced, results-driven environment.

· Flexible to change and available to work occasional evenings and weekends as needed.

· Must have good judgment.

· Ability to work both independently and as part of a team.

· Ability to pull, analyze, and interpret information from multiple sources.

· Ability to effectively present information to community groups, residents, board of directors, or other stakeholders.

· IRC certification or achieving IRC certification within first week of employment with United Way of Stanislaus County.

Environmental Conditions:

· Indoors in a typical office environment with little exposure to excessive noise, dust, fumes, florescent lighting, vibrations, and temperature changes.

· Frequent computer use at designated workstation

· Some travel to offsite locations that may be outdoors with exposure to noise, heat, cold, or inclement weather for community events.

· Frequently work at a fast pace with unscheduled interruptions while maintaining overall focus and ability to reach deliverables.

· May move (walk or drive) from one work location to another occasionally throughout the year and heavily during the tax season.

Physical Demands:

• Attendance and punctuality.
• Mobility within the office and event locations.
• Ability to sit for up to 90% of the work shift
• Ability to walk, stand, squat, stoop, and climb stairs.
• Ability to work in hot and cold environments.
• Ability to lift up to 40 pounds.
• Ability to drive a vehicle.

Benefits and Compensation:

• Pay is competitive and based on experience. Currently, the hiring range is $65,000-80,000 annually.
• Health benefits the first of the month following sixty (60) days of continuous employment.
• 401K option is available after ninety (90) days of continuous employment.

Changes: This job description will be updated if duties and responsibilities change significantly.

Job functions are subject to modification based on business necessity. This job description lists typical examples of work and is not an exhaustive list of every daily duty required to meet core job requirements. An employee may be required to perform other duties not listed.

ADA/FEHA: United Way of Stanislaus County will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.

Equal Opportunity Employer: United Way Stanislaus County is an equal employment opportunity employer.