● Preside over all meetings of the organization and serve as Chairperson of the Executive Committee

● Act as official representative of the organization at other meetings and events

● Provide leadership and direction for the organization as a whole

● Recruit the executive team, take on officer roles as needed/desired

● Recruit replacement officers for the following year, support recruiting of new executive team, and enable successful transition to new officers

● Ensure all required IRS and MN DoR paperwork completed in a timely fashion

○ Provide IT support for the organization.

○ Manage appointment registration and all other technology/media utilized by the organization.

○ Develop and maintain website.

○ Work with ISSS to ensure that accurate information is posted on their website.

○ Maintain appointment scheduling system, including monitoring of appointments & waitlists to

ensure client compliance with scheduling requirements.

○ Work with executive team to develop and implement social media plan.

○ Develop and maintain the public face of the organization

○ Develop and revise organizational structure of tax clinics and reserve rooms for the organization.

○ Develop list of materials needed for clinics and training sessions (w/VP Training). Develop budget for supplies.

○ Monitor materials use during clinic to ensure volunteers and clients can complete their returns.

● Handle all financial transactions of the organization.

● Maintain thorough and accurate records of all transactions.

● Produce financial reports as required by the organization.

● Work with executive team to develop annual budget based on prior year budget/expenses and changes to be implemented.

● Write grant requests to obtain budget funding, and administer any grants received.

● Identify other sources of funding.

● Develop & implement fundraising campaigns to obtain further funds.

● Train early volunteers before clinics begin.

● Train late-recruit volunteers and ensure that they pass all testing and are fully

prepared to operate during the clinics.

● Utilize IRS & MN DoR materials, and develop supporting training materials, documents, and work-aides for volunteers.

● Work with VP of Operations to obtain supplies and facilities for training sessions.

● Work with VP of Finance to develop budget for training.

○ Write, develop and enforce internal policies and procedures

○ Manage internal information flow

○ Direct volunteer retention and promotion

○ Oversee, manage and delegate responsibilities to directors

○ Facilitate the recruitment of volunteers through all available channels for as long as possible before clinics begin

○ Volunteer retention and promotion

○ Email account, calendar, meeting scheduling

○ Record keeping, meeting minutes

If you have a particular interest in any of these other areas or think you might be able to add value in some way please let us know! We’d love to have you join our team with whatever skills you might think would be valuable!

• Director of Clinic Operations

• Director of Outreach

• Director of Social Media

• Website Manager