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Volunteer

VITA Tax Preparation Volunteer

Start date: January 29, 2019
Last updated 

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. 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.  NO PREVIOUS TAX EXPERIENCE NECESSARY! This is an excellent opportunity to gain skills in tax preparation while providing invaluable help to families and individuals in need of your expertise. Last year we offered the VITA program at the IRC office in El Cajon and at the IRC office in City Heights and this year we are teaming up with Jewish Family Service of San Diego to offer a third VITA program location and we need volunteers at all three sites! 

Application can be found here. 

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 a general IRC Orientation (1 hour)
  • Attend tax training over the weekend of 1/12 -1/13 OR 1/19 - 1/20 
  • Pass IRS certification exam (Advanced level)

Times Needed: (subject to change)

CITY HEIGHTS OFFICE

  • Friday, Saturday, Sunday

         10am-1pm

         1pm-4pm

  • Tuesday, Thursday

         1pm-4pm

         4pm-7pm

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 18, 2019
  • Minimum 8-10 hours per week