Relationship Manager (BTHC)

				Overview:

The Boston Tax Help Coalition (BTHC) Relationships Manager will be responsible for coordinating volunteer recruitment and management for the BTHC, including the Financial Check-Up (FCU) program, by building partnerships, creating outreach materials, and tracking volunteer data. Responsibilities also include developing marketing communications, organizing events, and advocating for tax benefits for low-income taxpayers. Additionally, the position supports partnership management and enhances the overall experience for volunteers and taxpayers.

Responsibilities:

The general duties and responsibilities of the position include but are not limited to the information listed below.

Volunteer Recruitment and Management:

* Identify staffing needs for tax and FCU programs.
* Build recruitment partnerships with organizations, colleges, and community groups.
* Create and disseminate all volunteer communications and outreach materials.
* Attend recruitment and promotional events. 
* Track recruitment efforts and volunteer data in BTHC software.
* Coordinate training schedules and resolve volunteer-related issues.

Tax Partnership Management:

* Assist with tax site oversight and compliance.
* Become IRS Tax Certified to the Advanced level to provide technical assistance to site partners.
* Work with partners to identify recruitment, production, and other related goals.
* Develop and maintain resource literature for partners.
* Conduct in-person reviews of partner sites to ensure compliance with IRS standards.

Marketing and Communications:

* Develop sponsored social media campaigns and promotional materials.
* Manage distribution of marketing content.
* Organize annual promotional and Volunteer Appreciation events.
* Create newsletters from collected staff and volunteer contributions.
* Support advocacy efforts for tax benefits for low-income taxpayers.
* Monitor and respond to taxpayer inquiries via email.
* Regularly update website content.

Other Tasks and Job Duties:

* Research resources to improve tax site experiences for taxpayers and volunteers.
* Collect and report on select volunteer program data for grants and planning.
* Supervise interns as needed.
* Assist Assistant Deputy Director as needed.
* Be knowledgeable about and collaborate with CWF staff and programming, as well as Office of Workforce Development programming.
* Perform other related work as required.

Qualifications:

* Three to four (3-4) years working with volunteers or comparable backgrounds

* A bachelor's degree may be substituted for up to two (2) years of the required experience.
* Excellent oral and written communication and organizational skills.

* Exemplary organizational and project management skills, attention to detail, and ability to manage multiple projects simultaneously are critical.

* Experience in the tax field is recommended.

* Strong writing and email ability, as well as enthusiasm for social media, are required. 

* Proficiency with Microsoft applications and Google Suite.

* Bilingual preferred (Spanish, Haitian Creole, Cape Verdean Creole, Chinese, and Vietnamese). 

* Ability to exercise good judgment and focus on detail as required by the job.

BOSTON RESIDENCY REQUIRED

Terms:

Union/Salary Plan/Grade: Non-Union/MM2-7

Hours per week: 35
			

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