Volunteer Income Tax Assistance Site Volunteer Opportunities
Volunteer Tax Preparer
Volunteer Intake Specialist (Greeter/Runner)
Volunteer Intake Specialist (Greeter/Runner)
- Must complete the Volunteer Standard of Conduct exam and Intake/Interview & Quality Review
- Successfully complete independent online course work with a passing score of 80% or higher to receive corresponding IRS national certifications in basic tax law and ethics issues. This IRS training comprises of learning certain elements of tax reform legislation, Tax Cuts and Jobs Act (Public Law 115-97) passed on December 22, 2017.
- Accurately review and complete appropriate sections of the Intake/Interview & Quality Review Sheet for each client to ensure taxpayers with dependents are properly classified prior to return preparation activities.
- Analyze tax documents to prepare federal and state individual income tax returns and advise low-income taxpayers on the completion of their respective tax returns.
- · Demonstrate customer service skills and communicate technical tax law principles to taxpayers in central Virginia.
- · Perform quality reviews of tax returns prepared by peers prior to electronic filing submission.
- · Maintain the security, privacy and confidentiality of all taxpayer information in accordance with the IRS Volunteer Standards of Conduct program procedures.
Volunteer Intake Specialist (Greeter/Runner)
Volunteer Intake Specialist (Greeter/Runner)
Volunteer Intake Specialist (Greeter/Runner)
- Must complete the Volunteer Standard of Conduct exam and Intake/Interview & Quality Review
- Greet all taxpayers visiting the site to create a pleasant atmosphere
- Provide taxpayers with intake forms and answer non-tax questions
- Ensure the taxpayer has brought all required documents to verify taxpayer identity and complete tax return
- Determine if the return is within the scope of the VITA program and determine which certified volunteer can prepare the return
- Manage waiting and entry areas to maintain the flow of taxpayers according to site operational procedures
- Adhere to Quality Site Requirements and Volunteer Standards of Conduct at all times
- Refer taxpayers to Tax Preparers of Site Coordinators for tax questions
- Maintain taxpayer privacy and confidentially standards
Volunteer Document Scanner
Volunteer Intake Specialist (Greeter/Runner)
Volunteer Technology Coordinator
- · Must complete the Volunteer Standard of Conduct exam and Intake/Interview & Quality Review
- · Scan taxpayer documents for use by Volunteer Tax Preparers and return original documents to the Intake Specialist to return to the taxpayer
- · Adhere to Quality Site Requirements and Volunteer Standards of Conduct at all times
- · Refer taxpayers to Tax Preparers of Site Coordinators for tax questions
- · Maintain taxpayer privacy and confidentially standards
Volunteer Technology Coordinator
Volunteer Technology Coordinator
Volunteer Technology Coordinator
- Must complete the Volunteer Standard of Conduct exam and Intake/Interview & Quality Review
- Assist Volunteer Tax Preparers with computer and printer issues at the VITA site
- Assist taxpayers with using e-signature platform and e-signature pad
- Adhere to Quality Site Requirements and Volunteer Standards of Conduct at all times
- Refer taxpayers to Tax Preparers of Site Coordinators for tax questions
- Maintain taxpayer privacy and confidentially standards
Marketing/Promotion Volunteer
Volunteer Technology Coordinator
Marketing/Promotion Volunteer
- · Must complete the Volunteer Standard of Conduct exam and Intake/Interview & Quality Review
- · Assist VITA site coordinator with marketing the VITA program
- · Post VITA site activities to the organization’s social media sites
- · Adhere to Quality Site Requirements and Volunteer Standards of Conduct at all times
- · Refer taxpayers to Tax Preparers of Site Coordinators for tax questions
- Maintain taxpayer privacy and confidentially standards
Other Volunteer Opportunities
Volunteer Technology Coordinator
Marketing/Promotion Volunteer
We are also seeking translators to translate one language to the other when the Certified Tax Preparer and the taxpayer do not speak the same language.
We are also seeking interpreters to provide sign language interpretation for hearing impaired volunteers and/or taxpayers.