Job Description

Job Description

UWBA is an equal opportunity employer committed to a diverse workforce. UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We welcome applications from immigrants, BIPOC, LGBTQ applicants, and people with lived experience in poverty.

JOB ANNOUNCEMENT: Program Specialist, Free Tax Help

Department: Community Investment Team
Reports to: Senior Director, Free Tax Help

Classification: Union Support
Closing Date: Open until filled

Overview:

United Way Bay Area (UWBA) mobilizes the Bay Area to dismantle the root causes of poverty and build equitable pathways to prosperity UWBA brings together partners from the nonprofit, business, and government sectors to address Bay Area poverty. We partner across sectors, develop solutions, capture the data we need, and use those insights to support public policy and create research-backed community initiatives. These initiatives include:

• Housing Justice: Improve access to stable, affordable housing and homelessness prevention.
• Employment & Career Opportunities: Build systems and pathways to career and employment opportunities.
• Financial Stability: Help families increase income and savings on their way to financial stability.
• Basic Needs: Ensure access to basic needs like food, housing, and legal services.

UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We particularly welcome applications from immigrants, BIPOC, LGBTQ+ applicants, and people with lived experience in poverty. To foster an open and impartial application review process that minimizes the potential for bias, please remove any reference to academic institutions from which you obtained a degree, if applicable, for example, simply list “Bachelor of Arts in Sociology.” Not having a degree will not preclude you from being considered; applicable work experience is equally considered.

For more information about UWBA, please visit www.uwba.org.

The Opportunity:

Free Tax Help Bay Area is a United Way Bay Area-led program which provides low to moderate-income working families with free tax return preparation (VITA) in partnership with the IRS. The program supports United Way’s goal of breaking the cycle of poverty by ensuring families claim valuable tax credits. The Free Tax Help Program Specialist is a full-time hybrid position that contributes to the effective and successful implementation of this 8-county program and provides strategic program support to the regional program and specific counties.

VITA (Volunteer Income Tax Assistance) is a national, free tax preparation program administered by the IRS. Now in its 54th year, VITA volunteers provide free tax preparation for clients making generally less than $60,000. In the Bay Area, more than 100 partners come together under the leadership of United Way Bay Area to provide tax assistance to tens of thousands of clients each year.

What you’ll do:

Free Tax Help/VITA Program Management:

• Assist with the creation and editing of grant applications and reports, including State and Federal grants, with support from the Senior Director, including working with team members and partners to collect relevant information and review drafts for grant proposals and reports

• Coordinate logistics for projects and events, including scheduling, securing venues, coordinating contracts and payments, and ensuring smooth and effective communication

• Cultivate new regional and county level partnerships to expand program’s reach in under-served areas or to deepen related initiatives