COMMITMENT: January- April 2023 between 3-15 hours per week

RESPONSIBILITIES:

  • Refer taxpayers with ‘out-of-scope’ returns to a professional return preparer.
  • Complete all IRC and IRS mandated trainings and certifications, including the Standards of Conduct (VSC) certification and Basic level certification (IRC prefers certifying at the Advanced level).
  • Ensure the taxpayer has brought the required documents (e.g. valid photo identification, Social Security card(s), W-2, 1099, 1095, prior year’s return, etc.) for tax return completion. Give each taxpayer Form 13614-C and the Intake/Interview & Quality Review Sheet to complete.
  • Explain the site’s return preparation process to the taxpayer. Provide assistance in scanning and uploading necessary tax documents while also verifying taxpayer identification.

LEARNING OBJECTIVES:

1. The volunteer will learn how to effectively coordinate VITA program

2. The volunteer will learn about providing financial services to community members.

REQUIREMENTS:

  • AZ Level One Fingerprint Clearance Card
  • IRC Background Check
  • In-person availability during one of the following weekly time periods: Tuesdays from 2:00 PM to 7:00 PM or Thursdays from 10:00 AM to 3:00 PM
  • NOTE: Volunteering virtually is an option if your availability is outside of the in-person time periods (e.g. only available nights and weekends)
  • High school diploma required. Students studying finance, accounting, or a related field preferred.
  • No previous experience as a VITA volunteer required – IRC will provide the required training for the program per IRC’s and the IRS’s policies.
  • Excellent customer service skills, including experience working with a diverse client base
  • Strong organizational skills and high level of attention to detail
  • High level of computer literacy
  • High level of comfort and effectiveness in working with multi-cultural and multi-disciplinary teams
  • Strong commitment to economic empowerment of low-income and underserved populations

WORKING ENVIRONMENT:

  • Position will require travel to IRC office or other tax preparation location. Standard, professional office environment
  • If working virtually, home internet and personal computer/laptop required.

This position reports to the Tax Site Coordinator and local Financial Capabilities Staff.

This is an unpaid volunteer position. No financial compensation, including compensation for relocation, is available.

Next Steps:

Fill out an online application here.

Email [email protected] with questions.

IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status or disability.