VITA Volunteer Positions

Assistant Site Supervisor

Job Description

Qualifications

• Assist site supervisor with managing site and volunteers

• Prepare more difficult tax returns

• Help answer tax preparer's questions

• Answer tax payer's questions

• Maintain confidentiality

• Tax preparation experience preferred:

o   Advanced tax course (8-10 hours)

o   TaxWise Software training (4-6   hours)

o   Customer Service training (2 hours)

o   Pass IRS Advanced certification test

• If tax professional or returning VITA volunteer

o   TaxWise Software training (4-6   hours)

o   Pass IRS Advanced certification test

• Strong computer skills

• Strong interpersonal and communication skills

• Good attention to detail

• Ability to help with tax payers and tax preparers in a helpful, supportive and efficient manner

• Ability to follow IRS regulations

Reviewer

Job Description

Qualifications

• 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

• If no prior tax preparation experience:

o   Basic, Intermediate or Advanced tax training (8-10 hours)

o   Pass IRS Basic, Intermediate or Advanced certification test

• If tax professional or returning VITA volunteer

o   Pass IRS Basic, Intermediate or Advanced certification test

• Strong interpersonal and communication skills

• Good attention to detail

• Ability to follow IRS regulations

Tax Preparer

Job Description

Qualifications

• Prepare tax returns for taxpayers who qualify for VITA assistance. Tax returns are typically simple 1040 or 1040-EZ

• Answer taxpayers' questions

• Maintain confidentiality

• If no prior tax preparation experience:

o            Tax training (6-8 hours)

o            TaxWise Software training (4-6 hours)

o            Customer Service training (2 hours)

o            Pass IRS certification test

o   Minimum: Basic test

o   Recommended: Intermediate test

o   Advanced test available

• If tax professional or returning VITA volunteer

o  TaxWise Software training (4-6 hours)

o  Pass IRS certification test  

o Minimum: Basic test

o Recommended: Intermediate test

o Advanced test available

• Strong computer skills

• Strong interpersonal and communication skills

• Good attention to detail

• Ability to follow IRS regulations

Greeter

Job Description

Qualifications

• 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

• Basic training (2-4 hours)-(filing requirements, EITC/CTC basics and administrative tasks)

• Strong interpersonal and communication skills with diverse groups of people

• Good attention to detail

• Ability to follow IRS regulations