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Volunteer

VITA Tax Preparation Volunteer

Start date: January 11, 2020
Last updated 

The IRC operates a Volunteer Income Tax Assistance (VITA) program to provide FREE tax prep services to low and moderate income families who cannot afford to pay $200+ for a tax return.  We completed more than 3,500 returns last tax season and helped families receive more than $5 million in refunds. As a tax preparation volunteer, you will provide invaluable assistance to low-income individuals and families by preparing their taxes for free and connecting them with other IRC resources when appropriate.  You will work one-on-one with clients helping them to navigate the ins and outs of tax preparation.

NO PREVIOUS TAX EXPERIENCE NECESSARY! If chosen as a volunteer, the IRC will provide you with training that results in your certification as a volunteer income tax preparer. This training involves a self-directed online curriculum combined with two days of mandatory classroom training at the IRC office. This is an excellent opportunity to gain skills in tax preparation while providing invaluable help to families and individuals in need of your expertise.

 

Responsibilities:

  • Prepare Federal and State tax returns for refugee and low-income populations
  • Greet clients and help them check-in for appointments
  • Perform quality reviews to ensure returns are prepared correctly
  • Answer phone calls
  • Schedule client appointments

Qualifications:

  • Proficiency in spoken and written English
  • Basic computer skills
  • Second language skills a plus (Spanish, Arabic, Farsi, or another refugee language)
  • No tax experience necessary – training to be provided

Training/Preparation:

  • Attend Tax training (One full weekend in January, either January 11th & 12th OR January 18th & 19th)
  • Pass IRS certification exam (Advanced level)

Dates Needed/Minimum Commitment:

  • Commitment from January to April 15, 2020
  • Minimum 6-9 hours per week

Times Needed: (subject to change)

  • CITY HEIGHTS OFFICE
    • Monday, Wednesday, Friday, Saturday, Sunday
      • 10 am-1 pm
      • 1 pm-4 pm
    • Tuesday, Thursday
      • 1 pm-4 pm
      • 4 pm-7 pm
  • 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
    • Monday, Wednesday, Friday
      • 10 am-1 pm
      • 1 pm-4 pm
    • Tuesday, Thursday
      • 1 pm-4 pm
      • 4 pm-7 pm

Apply now at https://rescueglobal.secure.force.com/volunteer/ and indicate that you are interested in the VITA Tax Prep position.