Tax School Manager

Full Time
Amherst, MA 01003
Posted
Job description
Job no: 518868
Work type: Staff Part Time
Location: UMass Amherst
Department: Resource Economics
Union: PSU
Categories: Public Relations, Marketing, Communications, College of Social and Behavioral Sciences

About UMass Amherst

UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.


Job Summary

Housed in the Department of Resource Economics and reporting to the Department Chair, the Tax School Manager is responsible for the marketing, operational execution, administration and assessment of the state-wide annual conference programs presented by the UMass Tax School for Practitioners.


Essential Functions

  • Determine program marketing and material needs which focus on the benefits of attending the annual UMass Tax School conference programs. Create and implement timely online, email and print marketing campaigns to Massachusetts tax preparation professionals. Design print and digital program marketing materials, including participant portfolios. Write and update content for the Tax School web pages. Respond to all inquiries for conference information.
  • Develop, maintain, and evolve systems for the delivery of the conference programs. Manage preparations and operations for both the instructor-led online, and two-day in-person conference programs.
  • Manage registration, payments and the verification of attendance and completion in compliance with IRS requirements. Troubleshoot, monitor and adjust systems accordingly. Provide technical assistance and comprehensive customer service to adult students with a broad range of abilities, developing accommodations as necessary.
  • Maintain participant records and transactions in a database; provide data summaries and reports upon request. Record participant IRS, CFP, and MA Insurance credit hours and report to appropriate agencies within mandated timeframe.
  • Create and register courses and descriptions with the IRS for each course iteration. Create and send program completion certificates to participants.
  • Conduct program assessment including student surveys and instructor evaluations. Create, collate, and analyze results of surveys to improve marketing and conference effectiveness.
  • Prepare annual Tax School report. With the Director and Chair, review programs for time efficiency, profitability, and resiliency; make changes as needed.
  • Coordinate with the Land Grant University Tax and Education Foundation (LGUTEF) for delivery of books to attendees.
  • Manage the online portal access, via Omnipress, of digital LGUTEF materials and additional handouts.
  • Register all programs through the IRS to ensure CE credits for attendees.

Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Bachelor's degree and 3 years of experience in program or project management.
  • Valid Driver’s license.
  • Extensive computer software knowledge and demonstrated ability with data entry, data management/maintenance, and data automation using database and spreadsheet software.
  • Strong ability to establish rapport and maintain harmonious working relationships in serving as the public face of the UMass Tax School.
  • Ability to exercise sound judgment and discretion in handling confidential information and to abide by relevant State and Federal laws.
  • Excellent organizational ability to manage projects with competing and overlapping time constraints.
  • Ability to effectively coordinate and collaborate with others in accomplishing assigned work objectives.
  • Ability to work independently, establish priorities, and meet deadlines.
  • Exceptional adaptability and resourcefulness to adapt to rapidly changing program and university conditions.

Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Drupal web editing and design proficiency; HTML and CSS familiarity; knowledge of effective UX/UI.
  • Knowledge of video editing with Adobe Premiere Pro, graphics with Adobe Photoshop and Adobe InDesign, and text with Microsoft Word. Knowledge of Filemaker Pro.

Physical Demands/Working Conditions

  • Typical office environment.
  • Transports workshop materials.

Work Schedule

  • Monday - Friday, 22.5 hours per week; may be required to work occasional nights or weekends.
  • This is a 43-week position.
  • Overnight travel is required to attend two-day workshops held at different sites throughout Massachusetts during November and December.
  • This position has the opportunity for a remote work schedule, which is defined by the University as an arrangement where the employee’s work location is to work from a site other than the UMass Amherst campus. As this position falls within the Professional Staff Union, it is subject to the terms and conditions of the Professional Staff Union collective bargaining agreement.

Salary Information

Level 25

PSU Hiring Ranges


Special Instructions to Applicants

Along with the application, please submit a resume, cover letter and contact information for three (3) professional references. The search will remain open until a suitable candidate pool has been identified.


UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of the UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.

Advertised: May 10 2023 Eastern Daylight Time
Applications close:

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