VITA – Tax Preparation Volunteer
Job Summary:
Tax Preparers provide professional tax preparation services to VITA Tax Clients at no charge. Year-round tax preparation is offered with most clinics occurring between February 1st, and April 15th. An ability to assist our tax clients with dignity and respect is required. Tax Preparers are trained by CPO and must certify through the IRS for Advanced Tax Preparation through open-book certification exams found on Link and Learn. (https://www.linklearncertification.com/). Volunteer Tax Preparer must commit to a minimum of five hours per week and for a minimum of one month during the tax season (February 1st – April 15th). All tax clinics are under the operation of a trained Site-Coordinator who will review returns to check for errors before submission.
Reporting Structure:
Point of Contact - Director of Financial Stability Programs
Duties and Responsibilities:
- Attend Training
- Obtain Certification
- Travel to tax clinics in Springfield, Missouri
- Greet clients and assess applicable paperwork and documentation for tax situation
- Prepare tax returns and obtain necessary signatures
Essential Qualifications/Skills:
- Ability to serve all clients with dignity and professionalism
- Proficiency working with computers/technology
- IRS Certifications (CPO will provide training and materials)
- 20 hours (minimum) per year
- Transportation to and from training and tax clinics (mileage reimbursed)
Position Clarification:
Point of Contact Director of Financial Stability Programs Position Clarification: This is a non-paid, volunteer position.