Two new trustees

Dorset

Tax Help For Older People

We are looking for two new trustees: 1. A trustee to focus on the needs of older people – our beneficiaries 2. A trustee to support fundraising and income generation

Closing date for applications

Who we are

Tax Help for Older People supports and advises vulnerable older people on low incomes struggling with tax and pension issues. Our free, independent, expert advice and friendly, accessible service ensures that no vulnerable older person need fear the complexities of the tax system.

Our tax adviser team offer expert tax advice over the phone or by email. For clients whose tax issues are more complex or confusing we can offer face-to-face support with one of our trained volunteers at a local tax surgery or at the client’s home. We are able to cover most parts of the UK with our 430 volunteers.

Our service includes help and guidance on all aspects of personal and pensions tax likely to affect those on low income. Each call and each caller is different. The tax advice and support we provide is specific to each individual, based on their situation and in a way that is clear and easy for them to understand Our approachable and accessible approach is at the heart of what we do.

We also provide tax awareness and advice training to partners who will benefit from our tax expertise, primarily the voluntary and community sector as well as companies working with vulnerable, older customers.

We work closely with our sister charity, TaxAid, who focus on supporting and advising vulnerable working-age taxpayers. While we serve different client groups with different problems, the two charities work together on areas of common interest and maximise efficiency by sharing functions such as finance, HR and fundraising.

A trustee to focus on the needs of older people – our beneficiaries

Tax Help exists to serve older people.  50% of those who contact us are over 75. Many struggle with bereavement in addition to the health, cognitive and social challenges of old age. Many are isolated and have no support network to turn to.

Our vision is to provide tax help for all of those who need it.

We would look to this trustee to:

·      Support the board and the management team in developing their understanding of the communities that the charity exists to serve

·      Advise the board and the management team on how best to communicate with the communities that the charity exists to serve, including how best to partner with other organisations

·      Contribute knowledge of the sector to enhance the charity’s future strategy

 

A trustee to support fundraising and income generation

In common with most charities, fundraising and income generation presents challenges.  

The charity has a dedicated Fundraising Director but has no professional fundraising expertise on the board.  Given the critical nature of this aspect, we are looking for someone who can bring a fresh perspective to fundraising plans and strategy, support the charity’s fundraisers and ensure fundraising is of the highest standard.

Tax Help receives more than 40% of its cash funding from HMRC and has a relatively small pool of committed, regular donors that it relies upon.

We are looking for a fundraiser with experience of income generation amongst corporates, high-net worth individuals, trusts and foundations. 

We would look to this trustee to:

  • Support and encourage the Fundraising Manager and others to ensure effective income generation is being achieved.
  • Advise the board on fundraising strategy
  • Provide constructive challenge to the management team about fundraising strategy and implementation
  • Contribute knowledge of fundraising techniques and strategies

Our clients come from diverse backgrounds.  We are keen to reflect that in our board and so encourage applications from black, Asian and other minority ethnic groups, but also a broad age-range and people living with disabilities.

It is not necessary to have previous board experience as support will be provided. This position would therefore suit an individual taking their first steps to develop wider board level and governance experience.

See attached Candidate Information Pack for full details.

Supporting documents

  • TaxHelp-Trustee-Recruitment-Candidate-Information-Pack-Final.pdf - Download
Closing date for applications

Our commitment to diversity & inclusion

Trustees Unlimited believes that diverse boards strengthen society. We will strive to remove the barriers that prevent people from applying to become trustees and help our clients to recruit and support people with a wide range of skills and lived experience.

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