About United Way Bay Area

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.

United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families. With a history that spans over 100 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.

About the role

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.

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 $67,000. 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.

United Way Bay Area (UWBA) seeks a motivated and passionate Program and Data Analyst to join the Free Tax Help team at United Way Bay Area. This temporary, part-time analyst role contributes to the effective and successful implementation of this 8-county program and provides strategic programmatic leadership to the regional program and specific counties.

This is a hybrid position that requires some in-person attendance at meetings and events. The Free Tax Help Team has occasional meetings in the field at partner locations across the San Francisco Bay Area throughout the year. Some night and weekend hours will be required (as deadlines approach).

Schedule: This position averages 10-15 hours per week, with occasional weeks reaching up to 25 hours. The role requires a minimum commitment of 3 months, with the possibility of extending up to 6 months.

What you'll do

• Lead on project management, writing, and editing of grant applications and reports, which includes:
• • Working with team members and partners to collect relevant information,
  • Analyze and compile data into reports,
  • Reviewing drafts for grant proposals and reports
• Support the project management of invoice processing.
• Support logistics around our meetings (event planning, reminder emails, note-taking, sharing out notes in follow-up emails, etc.)
• Support existing partnerships and cultivating new regional/county level partnerships to expand program's reach in under-served areas or to deepen related initiatives
• Support the Free Tax Help team with components of our program including the savings initiative, Virtual VITA (remote tax preparation and self-filing events), volunteer management, meeting facilitation, outreach, site visits, training curriculum development, data/story collection, marketing collateral distribution and website map/content
• Certify to the advanced tax preparer level of the IRS VITA program (test required)

Qualifications

• 4-7 years of related volunteer or professional experience, preferably in a non-profit or National Service capacity
• Excellent project management and organizational skills required. Meets deadlines and completes tasks with a high degree of accuracy and dependability
• Salesforce experience helpful but not required
• Proficiency required in Microsoft Office (Teams, Word, Excel, Outlook, PowerPoint)
• Experience with different technologies and online grant application/reporting portals helpful but not required
• Ability to develop and maintain positive work relationships with staff, partners, volunteers, and clients
• Ability to work independently and collaboratively in a remote environment
• Commitment to deepening expertise around racial equity, diversity, inclusion, and self-awareness
• Excellent analytical, oral, and written communication, virtual presentation and public speaking skills including writing and speaking for diverse audiences and facilitating meetings/webinars
• Flexibility to travel to off-site locations within the San Francisco Bay Area
• VITA experience and/or Advanced VITA Certification strongly preferred
• Vietnamese or Spanish proficiency (read/write/speak fluently) helpful but not required
• Some evening and weekend work may be required

The pay range for this role is:

39.23 - 39.23 USD per hour (San Francisco)