COMPANY OVERVIEW

Prepare + Prosper (P+P) is a nonprofit that works with people to build financial well-being and address financial inclusion. Harnessing the power of volunteers and partnerships, we provide free tax preparation and financial services, products, and coaching, and work to change systems to create economic opportunity for everyone. We are committed to the principles of diversity, equity, and inclusion in our work and are particularly interested in receiving applications from people of color and those with lived experiences similar to the people who use our programs.

Learn more about P+P at prepareandprosper.org.  

HOW TO APPLY

Please submit your resume to jobs@prepareandprosper.org with the subject line "Site Manager.” Positions will be open until filled. Indicate in your email where you heard of the position opening. We encourage you to tell us what interests you in working for P+P, and why you are interested in the organization, particularly if you have previously volunteered or have been a customer of P+P. Please share highlights of your personal and professional background that would help us see you as an outstanding candidate.

JOB SUMMARY

P+P is seeking seasonal Site Managers to lead the delivery of free tax preparation and financial services across multiple Twin Cities locations. Reporting to P+P’s program leadership team, Site Managers ensure a welcoming, high-quality experience for customers and volunteers while overseeing daily site operations. They co-manage a team of 8–15 volunteers who greet and screen customers, prepare and review tax returns, and connect clients to valuable financial products and services.

This seasonal, part-time role runs from February through mid-April, averaging 10–30 hours per week, with training beginning in December and January. Most shifts occur on Tuesday and Thursday evenings and Saturday mornings, with some daytime hours in St. Paul. Site Managers receive comprehensive training and ongoing support to ensure excellent service delivery. Positions are contingent on a successful background check and passing a tax knowledge assessment. Multilingual and multicultural candidates are strongly encouraged to apply and may qualify for a higher starting pay rate.

PRIMARY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS

Volunteer management (50%)

• Supervise and provide feedback to tax site volunteers.
• Support volunteers as they connect customers with financial products, services, and referrals; provide customer screening and support; and complete accurate tax return preparation.
• Build relationships with volunteers and ensure all volunteers have a positive experience.

Customer service (30%)

• Communicate accurate tax and financial information to customers in user-friendly terms.
• Follow and enforce data privacy procedures at all levels of service.
• Address customer needs and concerns.

Administrative duties (15%)

• Transmit electronically filed tax returns and transfer required data and paperwork.
• Enter data online and assist with inventory of forms and resources.
• Assemble and disassemble equipment.

Training and knowledge development (5%)

• Attend tax training and successfully complete IRS certification test (training provided).

KEY RESPONSIBILITIES

MINIMUM QUALIFICATIONS

Overall, P+P seeks candidates who are smart thinkers, are self-directed yet collaborative, and care about making people’s lives better.

• Excellent verbal and communication skills.
• Demonstrated efficiency in Windows and Microsoft Office and can learn new tax preparation software. Experience with TaxSlayer a plus.
• Highly skilled at working effectively in a collaborative team environment.
• Demonstrated ability to manage multiple projects and rapid change.
• Must be highly organized and detail oriented.
• Demonstrated experience communicating and working effectively with others whose identity and background may differ from your own.

PREFERRED QUALIFICATIONS

• Multilingual/Multicultural
• Experience with tax preparation or personal finances

WORK ENVIRONMENT

• This position operates primarily in an office environment that is accessible; however, some work areas may not be fully accessible.
• This role routinely uses standard office equipment.
• While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to move around the office and between offsite meetings; grab, move, and manipulate objects, and operate a computer.

OUR COMMITMENT TO EQUAL EMPLOYMENT OPPORTUNITY

P+P continues to work towards a more inclusive workspace, and as such, we are an equal opportunity employer and do not discriminate against any employee or applicant for employment because of race, skin color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood.