Tax season is here and we need your help! Please help to alleviate poverty by volunteering for any of the positions listed below. If interested, please email khinkle@te-associates.com
Roles
•
Welcomes clients to VITA site
•
Provide taxpayers with intake forms to complete and answer non-tax questions
•
Screen all taxpayers have all necessary documents
•
Screen taxpayers for VITA assistance
•
Manage flow of taxpayers according to Site operational procedures
•
Manage waiting and entry areas
•
Maintain confidentiality
•
Ability to refer clients to site managers for tax questions
Qualifications
•
Basic training (2-4 hours) -
(filing requirements, EITC/CTC basics and administrative tasks)
•
Interpersonal and communication skills with diverse groups of people
•
Good attention to detail
•
Ability to follow IRS regulations
Roles
•
Prepare tax returns for taxpayers who qualify for VITA assistance. Tax returns are typically simple 1040 or 1040-EZ.
•
Answer taxpayers' questions
•
Maintain confidentiality
Qualifications
•
Tax training
•
TaxWise software training
•
Pass IRS certification test
•
Good attention to detail
•
Computer skills
•
Interpersonal and communication skills
•
Ability to follow IRS regulations
Roles
•
Ensure that all Volunteer Tax Preparers are aware of the IRS Quality Review procedures
•
Timely review of all tax returns for accuracy before the returns are provided to the taxpayer and/or are electronically filed
•
Provide feedback to Volunteer Tax Preparers regarding errors made on tax returns prepared at the site
•
Maintain confidentiality
Qualifications
•
Basic, Intermediate of Advanced IRS tax training
•
Pass IRS Basic, Intermediate or Advanced certification test
•
Interpersonal and communication skills
•
Good attention to detail
•
Ability to follow IRS regulation
Roles
•
Manage site and volunteers
•
Prepare more difficult tax returns
•
Help answer tax preparer's questions
•
Answer taxpayers' questions
•
Maintain confidentiality
Qualifications
•
IRS tax preparation training to the Advanced level
•
Site Coordinator training
•
TaxWise Software training
•
Pass IRS Advanced certification test
•
Strong computer skills
•
Interpersonal and communication skills
•
Good attention to detail
•
Ability to help with taxpayers and tax preparers in a helpful, supportive and efficient manner