Volunteer Tax Preparer

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Did you know that the economic stimulus payments are distributed through the IRS and Franchise Tax Board and often require filing a tax return? You can help make sure people who qualify for these critical payments can access them.

Check out how Tax-Aid volunteers are helping people in this short video on this page:

https://tax-aid.org/need-tax-help/

Please note: For onsite volunteer opportunities we require all volunteers to be fully vaccinated and to wear a face mask when meeting clients.

Responsibilities

• Provide high-quality assistance to taxpayers
• Advising clients about the tax preparation process
• Prepare the taxpayer's return based on information provided by the taxpayer or answer tax related questions.
• Interact with taxpayers to determine the necessary information for completing a tax return.
• Prepare returns using Lacerte or TaxSlayer tax preparation software.
• Maintain confidentiality of customer information.

Ensure high-quality of returns by completing a quality review process on returns completed

Requirements

• Prior tax preparation experience, minimum of two years of tax experience preferred or IRS VITA certification

• Analytical skills with attention to detail

• Comfortable learning or navigating within tax software programs

• Communication skills with ability to empathize and instill confidence

• Proficiency in Microsoft Office and Excel

• Spanish or Cantonese language skills is a plus

• BA/BS degree in Accounting, Enrolled Agent Certification, CPA (or CPA candidate) a plus

Application and next steps

Please only apply for this opportunity if you can make a minimum 6 month commitment and volunteer a minimum of 2-4 hours per week.

If you are interested in this opportunity, please send us an email with the following information:

1. Your resume and LinkedIn profile (if applicable)
2. What days and hours you are available that match up with our office hours above
3. How long of a time commitment you are willing to dedicate to Tax-Aid
4. In a few words tell us why you want to volunteer with Tax-Aid

We will contact you after we review your application. This position will require a brief interview.

Any questions? Drop us a line at admin@tax-aid.org.

Visit this page of our website to get started: https://tax-aid.org/tax-volunteers/