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VITA Tax Program Manager

Primary Role:

The VITA Manager is responsible for supervising the operations for the asset building coordination through the VITA program by recruiting volunteers, training volunteers, and supervising and aiding staff and volunteers in setting up tax sites. This individual will manage and execute all free tax preparation with volunteers at community sites. The VITA Manager will work in concert with the economic literacy activities for IDA clients, agency wide clients, and community partners when appropriate. The unified coordinated efforts will aim to address the changing trends that impact families/individuals facing asset poverty. Additionally, the VITA Manager will aid in doing presentations to inform the public/clients in the importance of free tax preparation and information associated with taxes. This individual will lead the efforts of evaluating existing programs and activities in order to make suggestions/changes based on reported client/community needs and business trends.

Reports to:  Director of Agency Operations with guidance from the Executive Director for community collaborations.


Organizational Program Leadership:

  • Trains volunteers and ESR staff on the benefits of EITC specially the EITC for clients pursuing self-sufficiency and housing stability. Also train staff on the basics of how to use tax system to benefit working families including the use of the Child Tax Credit, the Education Tax Credit and the Savers' Tax Credit.

  • Conducts training for VITA volunteers, set up current tax sites, facilitate process for new sites in concert with the IRS standards

  • Conducts training for tax site host and create site standards in concert with IRS standards

  • Attends and facilitates meetings for Forsyth County Working Family Partnership.

  • Develops strategic plans for the changing community and professional trends by designing and implementing progressive educational programs.

  • Maintains tracking system and data to monitor accomplishments on-going.

  • Contributes to the effectiveness of the program by maintaining active interest in the field, consulting and advocating for change.

  • Assists Executive Director in marketing services to the community or others as directed.

  • Maintains professional competency by participating in continued education, workshops, seminars, etc. and personal growth experiences.

  • Meets regularly with supervisor to discuss community needs, workload, communication concepts and, make suggestions for changes/new programs, etc.

  • Works in concert with IDA Director to promote asset building efforts.

  • Participates and provide written and oral updates to Community Collaborators during scheduled meetings.

  • Maintains working relationships with participants and provide suggestions and/or recommendations as needed.

  • Fulfills other related job duties as needed.

Programmatic Marketing and Communication:

  • Develops all outreach materials so that materials can be customized as needed for both the free tax sites and for VITA outreach materials for both eligible individuals and employers. This will include but not limited to fliers, brochures, employer toolkits, and other materials as agreed to by partner agencies.

  • Develops an outreach strategy to reach employers, non-profits who serve low-income clients and eligible families on the benefits of the EITC.

  • Provides educational presentations and marketing presentations to a wide variety of audiences, ensuring a broader range of potential sites and lead financial partners for VITA and asset building efforts.

  • Promotes a positive image of the program by ensuring an understanding of the services available and conducting oneself according to a professional code of ethics.

Programmatic Fundraising and Development

  • Aids in grant writing and fundraising for VITA and asset building projects.


Enhance Community Collaboration

  • Develops strategic plans to recruit and assist in training volunteers and strengthen alliances for expanding and promoting VITA through the community.

  • Aligns asset building strategies with community-wide expectations to address poverty in families/individuals.

  • Maintains harmonious working relationships with co-workers, United Way, educators, and other related service agencies and collaborative contacts.


Risk Management

  • Maintains tax certifications to prepare taxes and attend related training sessions to expand knowledge of tax related laws and expectations.

  • Renews and creates MOU's with tax site host



  • Serves as an ambassador for ESR and all collaborating partners and maintain the integrity of the organizations involved.

  • Serves as a team player and assist in furthering the mission of the organization.


Reasoning Ability

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is regularly required to walk, stand, crawl, bend, stoop, climb, use hands to finger, handle, or feel; and reach with hands and arms, here. The employee frequently required to sit and talk. The employee may occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job includes close vision, distance vision, peripheral vision, and depth perception.

Work Environment

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is rarely exposed to outside weather conditions. The noise level in the work environment is usually low to moderate.


  • The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.

Licenses, Registrations, Certifications

  • Valid Driver’s License and reliable transportation that may be used in the performance of duties.


  • Should possess a 4-year college degree in business or related field, volunteer recruitment experience, tax preparation, and five years’ experience in financial, education or related field.

  • Preferred candidates will have a Human Services, Business, Marketing, Operations or related degree, with two years related experience.

  • Must have working knowledge of computer data entry process of Microsoft programs and other related software programs with strong computer skills in Microsoft Excel and tax software.

  • The position also requires the ability to speak in public and to relate and maintain relationships with educators, clients, businesses, creditors, other agencies, etc.

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