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Volunteer

VITA 'Lead' Tax Preparation Volunteer

Start date: February 12, 2019
Last updated 

Lead Tax Preparation Volunteer

Our Lead Tax Preparation Volunteers not only assist clients with preparing their taxes but also support and guide newer volunteers through the duration of tax season. As a seasoned tax preparation expert other volunteers will look to you for advice and answers to their questions. You will collaborate with the onsite coordinator to provide effective feedback for members of our tax preparation volunteer team while ensuring that volunteers have a go-to person for any questions or concerns that arise. Last year we operated out of the City Heights and El Cajon IRC offices and this year we are teaming up with Jewish Family Service of San Diego to provide a third VITA location and we need volunteers for all three sites! 

Responsibilities:

  • Prepare Federal and State tax returns for refugee and low-income populations
  • Perform quality reviews to ensure returns are prepared correctly
  • Serve as point-person for volunteer shifts, to answer questions and provide quality review support for new volunteers, in collaboration with site coordinator
  • Support training and onboarding of new volunteers, in collaboration with site coordinators, including observing and providing feedback to volunteers
  • Other duties as required to support the program, including phone calls and scheduling client appointments

Qualifications:

  • At least 1 year previous experience as a VITA volunteer (preferably with the IRC)

Training/Preparation:

  • Attend and support tax training over the weekend of 1/12 --1/13 OR 1/19 -- 1/20 OR 2/9--2/10
  • Pass IRS certification exam (Advanced level)

Times Needed: (subject to change)

IRC CITY HEIGHTS OFFICE

  •  Friday, Saturday, Sunday

         10am-1pm

         1pm-4pm

  • Tuesday, Thursday

         1pm-4pm

         4pm-7pm

IRC EL CAJON OFFICE

  • Monday, Wednesday, Friday, Saturday, Sunday

         10 am-1 pm

         1 pm-4 pm

  • Tuesday, Thursday

         1 pm-4 pm

         4 pm-7 pm

JEWISH FAMILY SERVICE OF SAN DIEGO 

  • Wednesday, Friday, Saturday

         10am-1pm

         1pm-4pm

  • Tuesday, Thursday

         1pm-4pm

         4pm-7pm

 

Dates Needed/Minimum Commitment:

  • Commitment from January to April 18th, 2019
  • Minimum 8-10 hours per week

Apply with the link below:

https://rescueglobal.secure.force.com/application/rc_volunteers__ApplicationForm_Designer?id=a3E31000000UEco#!mode=view&form=00P3100000aMKNsEAO&dev=true