Looking for a way to make a real difference in your community? Join our team as a VITA Volunteer and help individuals and families prepare their taxes
No experience? No problem! We provide all the training you need to become an IRS-certified volunteer and make a lasting impact
Key Responsibilities:
- Prepare and file basic/advanced federal tax returns for eligible taxpayers
- Conduct client interviews to gather necessary information and verify tax documents
- Ensure all returns are completed in compliance with IRS guidelines and VITA quality standards before being returned to the client
- Ensure a copy of the return is provided to the client
- Provide exceptional customer service, answering tax-related questions and guiding clients through the tax preparation process
- Maintain confidentiality and security of all client information
- Participate in VITA training sessions and pass the IRS certification exams (training provided)
- Assist with administrative duties as needed, such as scheduling appointments and organizing tax documents
Qualifications:
- No prior tax preparation experience is necessary (training is provided in Mid-December and/or early January)
- Strong attention to detail and excellent organizational skills
- Ability to communicate clearly and effectively with clients from diverse backgrounds
- Comfortable working with basic computer software and online tax preparation tools
- Must be willing to complete IRS certification exams ( Advanced, and Ethics) prior to the start of the tax season.
- Commitment to volunteer for a minimum of one shift per week (2-3 hour shifts available, evening times included)
