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