Tax Manager

NYC Free Tax Prep Tax Manager

BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences.

Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention.

The NYC Free Tax Prep Tax Manager is responsible for overseeing, managing and training of all volunteers for the NYC Free Tax Prep Program. He/She will keep current on tax law and Workforce Development Department services and ensure that volunteers are informed of both. He/She will recommend and implement creative solutions to enhance and administer the program with efficiency. The Tax Manager recognizes, and coordinates based on any additional demands in the community, as the tax services under Workforce Development continues to grow.

The Tax Manager must be able to commit to the work flexible hours as required by the demands of the tax season per week during tax season, with the ability to work evenings and Saturdays. During the off-season, hours normal business hours are kept unless projects or other needs of the program arise, including administrative responsibilities.

Responsibilities

• Become IRS Advanced Tax Preparer certified.
• Ensure quality, accuracy, security and compliance of tax returns.
• Understand and be capable of researching tax code.
• Obtain successful site visit audits and post-tax season audits.
• Help establish and monitor the NYC Free Tax Prep budget.
• Keep informed of changes in tax law and convey changes to volunteers.
• Oversee, manage and train volunteers.
• Manage successful coordination of tax preparation site and volunteers.
• Establish the appointment schedule for each site and continue to update and monitor.
• Assist in obtaining volunteers and marketing the NYC Free Tax Prep program.
• Inform and encourage clients to utilize BronxWorks WFD and other financial stability services.
• Ensure program adherence to all IRS guidelines and rules.
• Assist in the management of timely submission and acceptance of all tax returns, follow-up with any IRS rejections, and resubmit for acceptance in a timely manner.
• Build volunteer capacity and community networks in support of the tax program.
• Coordinate the ongoing reporting process and respond to opportunities for improvement.
• Be a strong ambassador for the NYC Free Tax Prep program and BronxWorks
• Work flexible hours, with availability to work some evenings and Saturdays, with prior notice.
• Required to travel to developments, sites, events, and other various locations across the Bronx
• Other duties as assigned by Program Director, Associate Vice President and Vice President of Workforce Development

Competencies and Values

• Mission Focused
• Strong attendance and punctuality
• Strong planning and organizing
• Relationship Oriented
• Collaborator
• Results Driven
• Commitment to Community Success
• Leadership
• Integrity and Accountability
• Communication - Excellent oral and written communication skills, including the ability effectively to communicate in a variety of ways including public speaking, small group meetings, one-on-one meetings and written materials.
• Team Work -Collaborate with other NYC Free Tax Prep staff with the ability to work as a member of a team
• Quality - Demonstrates accuracy and thoroughness
• Quantity - Meets productivity standards; completes work in timely manner

Qualifications

• Bachelor's Degree preferred. An equivalent combination of education, training and experience will be considered in lieu of a degree.
• Engaging personality and detailed orientated skills are essential. Confident, honest and reliable.
• Ability to pass IRS Advance level tax preparer test. (Training is provided.)
• Tax or project management experience.
• Ability to organize workload and work effectively and produce measurable results with minimal supervision.
• Volunteer management or extensive volunteer experience strongly preferred.
• Supervision/Management/Leadership experience.
• Strong written and oral communications skills, including public speaking.
• Customer service oriented, compassionate, ability to work with different demographics. Open to growth.
• Proficiency in Microsoft Office suite and other standard business technology is required (i.e. Word, Excel)

Physical Requirements

• Strong writing and oral communication skills
• Ability to use a computer for prolonged periods
• Ability to occasionally lift and/or move up to 10 pounds
• Ability to bend and retrieve objects and/or documents

BronxWorks is an equal opportunity employer committed to an inclusive workplace. We consider qualified applicants without regard to any characteristics protected by applicable federal, state, or local law. Reasonable accommodations are available to applicants with disabilities and other legally protected needs. To request an accommodation during the application process, please contact View email address on click.appcast.io