Objective:
To provide free income tax preparation for low to moderate income level clients. Use knowledge of federal, state, and local tax codes and publications to either screen tax payers, prepare returns, and/or quality review the prepared return to ensure that the taxpayer does not pay undue taxes and receives appropriate credits.
Major responsibilities:
- Welcome clients to VITA site.
- Provide taxpayers with intake forms to complete and help with completion of forms as necessary.
- Ensure that taxpayers have all necessary documents.
- Ensure the taxpayer qualifies for VITA assistance.
- Manage flow of taxpayers according to Site operational procedures.
Qualifications:
- Basic tax law knowledge, but does not need to know how to prepare a tax return.
- Basic training (2-4 hours)--Filing requirmetns, EITC/CTC basics and other administrative issues.
- Strong interpersonal and communication skills.
- Strong organization and crowd management skills.
- Good attention to detail.
Training required:
- Must complete TaxWise and VITA training through the Internal Revenue Service and pass the IRS certification exam with a score of 80% or above; volunteer orientation by Volunteer Coordinator, assigned supervisor, and staff.
Time and place:
- Flexible time (2 hour minimum per week)
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