Volunteer Tax Preparer

Responsibilities

·         Attend/complete required training (approx. 25-40 hours)

·         Prepares tax returns for qualifying VITA clients

·         Answers taxpayer questions

·         Refer out of scope clients to IRS or paid preparer

·         Informs clients about other services available through                                 The BEST Initiative and PCCA

·         Prepare tax returns using TaxWise software

·         Successfully pass IRS certification test

·         Maintain confidentiality of all client information

Qualifications

·            Attend and complete the following training:

o   Tax preparation/law

o    TaxWise software

o    Orientation

·            Intermediate or Advanced IRS certification

·            Strong computer skills

·            Enjoy helping others

·            Strong interpersonal and communication skills

·            Attention to detail

·            Must  pass criminal background check

·            Commit 4 hours per week (January – April)