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  • Tax Program Director
    Tax Program Director
    8 days ago
    $80000–$105000 yearly
    Full-time
    Morris Heights, The Bronx

    POSITION DESCRIPTION Position: Program Director Program: VITA Tax Program Reports to: Senior Program Director Salary Range: $80,000 to $105,000 Full-Time - VITA Tax Program Director About This Opportunity We welcome applications from candidates with diverse backgrounds and experiences. If you are passionate about advancing economic justice and possess strong leadership skills, we want to hear from you. This senior leadership role provides strategic direction and high-level oversight of Ariva’s Volunteer Income Tax Assistance (VITA) Program, ensuring alignment with organizational goals and meaningful community impact. The Program Director supervises full-time and seasonal staff, oversees dozens of volunteers, leads program design and evaluation, and cultivates partnerships with funders, city and state agencies, and community organizations. This position plays a key role in shaping Ariva’s long-term strategy to build financial stability in the Bronx and other underserved communities. About Ariva MISSION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City. VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives. We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Position Description Ariva is seeking a Program Director to join our leadership team. The Program Director is an experienced manager with demonstrated leadership abilities who works with us to develop, launch, execute, and evaluate effective programs that support vulnerable and underserved residents of our community. Ariva is one of the most established non-profit organizations providing free tax assistance in the Bronx. We are an IRS-sponsored VITA program and a Certified Acceptance Agent for ITINs. The program serves over 8,000 New Yorkers each year. The Program Director must have proven experience in managing, cultivating, and retaining staff. The Program Director will oversee a team of 5 full-time, year-round staff, 20-25 seasonal staff, and about 100 volunteers. This is a full-time position with an average schedule of approximately 45 hours per week, with the possibility of additional hours during the income tax filing season. The position requires some evening and weekend availability to support community-based programs. During the main filing season (January–April), the Program Director may be expected to work most evenings and Saturdays. Face-to-face in-person service is an essential component of this position. This role involves frequent local travel to sites throughout NYC. Responsibilities The Program Director provides strategic and operational leadership for Ariva’s VITA tax program. The Program Director directly oversees projects and tax sites, supervises staff, ensures IRS-compliant service delivery, cultivates partnerships, and provides coverage as needed to ensure seamless, high-quality service at all sites. The Program Director's responsibilities include, but are not limited to: Primary Responsibilities Program Leadership ● Set the overall vision and strategy for the assigned financial capability programs in alignment with Ariva’s strategic plan. ● Design, implement, and evaluate new and existing programs. ● Lead program budget development, monitoring, and financial reporting of assigned programs. ● Serve as a key contributor in agency strategy sessions with executive staff and the Board. ● Oversee contract management, including compliance and invoicing. ● Monitor performance and reporting for all assigned tax sites and projects, ensuring ongoing compliance with IRS and local funder requirements. ● Ensure a highly professional and client-centered environment at all tax sites. ● Identify, implement, and monitor tax time savings and asset-building initiatives. ● Coordinate program integration strategies with Ariva’s financial counseling program. ● Review and approve communications content (website, social media, outreach materials). ● Support succession planning and cultivate leadership capacity within the program team. Team Management & Operations ● Recruit, mentor, and supervise full-time program staff. ● Develop and implement long-term professional development and staff retention strategies. ● Recruit, mentor, and supervise site coordinators and seasonal staff during tax season. ● Ensure tax sites have adequate equipment, technology, and supplies. ● Maintain safeguards to protect client privacy and data security. ● Maintain a secure and accurate equipment inventory of laptops and peripherals, ensuring security and antivirus software are up to date. External Relations & Representation ● Represent Ariva in meetings with funders, city agencies, and external partners. ● Design and oversee community outreach and marketing campaigns that build a sustainable client pipeline. ● Develop and maintain a sizable client story bank. ● Cultivate and sustain partnerships with community-based organizations, financial service providers, and other host partners where the tax sites operate. The Program Director will also have lead responsibility for the following initiatives: ● Oversee Ariva’s ITIN program. Ensure that Ariva’s ITIN program is fully compliant with all IRS requirements. ● Oversee Ariva’s Senior Citizen Tax Initiative, a program focused exclusively on the tax needs of seniors in our communities. Core Competencies: ● Minimum five years of experience in income tax preparation, preferably some in VITA sites. Multiyear seasonal site experience is acceptable. ● Minimum three years of experience in program management, including direct supervision of staff. ● A demonstrated commitment to and experience working with low-income people and in low-income communities. ● Extraordinary customer service skills and high standards of professionalism. ● Skilled in managing, motivating, and supporting staff and volunteers. ● Strong project management skills; ability to manage multiple projects with varying goals, requirements, and timelines. ● Ability to simultaneously manage several busy tax sites. ● Cultural competence to provide services to the diverse members of our community. ● Adept at building and sustaining strategic partnerships with funders, community organizations, and government agencies. ● Computer-literate; comfortable with data management, data entry, and reporting. ● Exceptional communication skills, both written and verbal, including public speaking. ● Familiarity with CRMs, especially Salesforce and tax software (currently TaxSlayer) ● Contract or grant management experience and skills. ● Able to work in person and engage in frequent local travel to visit multiple tax sites, primarily in the Bronx. ● Willing and able to be flexible in their work schedule; able to accommodate evening and weekend hours to support the tax sites during tax season Compensation & Benefits ● Salary: $80,000 - $105,000, commensurate with experience ● Subsidized health and dental insurance ● Generous paid time off ● 401K retirement plan ● Additional employee benefits "Ariva is an Equal Opportunity Employer"

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  • Private Wealth Advisor
    Private Wealth Advisor
    8 days ago
    $60000–$500000 yearly
    Full-time
    Manhattan, New York

    Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

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  • Telemarketer
    Telemarketer
    22 days ago
    Full-time
    Manhattan, New York

    We are seeking an energetic and motivated Telemarketer to join our dynamic sales team! In this role, you will be the voice of our company, engaging potential clients through outbound calls and warm calling techniques to promote our innovative products and services. Your enthusiasm and communication skills will drive business development, foster customer relationships, and contribute to our growth. This paid position offers an exciting opportunity to develop your sales expertise in a fast-paced environment while making a real impact. Duties Conduct outbound calls to prospective clients, leveraging warm calling strategies to generate interest and qualify leads Engage in B2B (business-to-business) sales conversations, presenting tailored solutions that meet client needs Utilize CRM (Customer Relationship Management) software such as Salesforce to track interactions, update contact information, and manage sales pipelines Negotiate terms with potential clients confidently, ensuring mutual satisfaction and closing deals effectively Follow up with leads through persistent communication, nurturing relationships to convert prospects into loyal customers Collaborate with marketing teams to align outreach efforts and optimize campaign effectiveness Provide excellent customer service by addressing questions, resolving concerns, and maintaining positive interactions throughout the sales process Skills Strong negotiation skills with the ability to influence decision-making positively Proven experience in telemarketing, inside sales, or technology sales environments Familiarity with CRM software like Salesforce or similar platforms for managing customer data and sales activities Excellent communication skills in English, both verbal and written, with a clear and persuasive speaking style Knowledge of B2B sales processes and business development strategies Ability to conduct outbound calling campaigns confidently and professionally Customer service orientation with a focus on building long-term relationships Experience in marketing or technical sales is a plus, especially within technology or software sectors Join us as a Telemarketer and be part of a vibrant team dedicated to growth, innovation, and success! Your proactive approach and passion for sales will help us reach new heights while providing rewarding opportunities for your professional development. Job Type: Full-time Pay: From $17.00 per hour Work Location: In person

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