VITA Tax Preparer - Minneapolis

Save to Favorites

VITA Tax Preparers help to provide free tax preparation services to clients with low or moderate income who are primarily Spanish-speaking. As a Volunteer Income Tax Assistance (VITA) approved site, and with the help of dedicated volunteers, CLUES’ Financial Empowerment Department processed over 2,000 tax returns in the 2016 tax season, retuning over $4.5 million in refunds to the community!

• Scheduling Options:

  • Tuesdays, 4:00pm - 8:00pm at CLUES Minneapolis (720 East Lake Street, Mpls, MN)

  • Thursdays, 4:00pm - 8:00pm at CLUES St. Paul (797 East 7 th Street, St. Paul, MN)

  • Fridays, 3:00pm - 6:00pm at Iglesia Guadalupe(401 Concord Street, St. Paul, MN)

Responsibilities:

• Prepare tax returns within the scope of training and certification level(s).

• Prepare accurate federal and state tax returns for qualified taxpayers only based on information provided by the taxpayers.

• Answers basic tax-related questions and refers taxpayers who have complex (out of VITA’s scope) tax returns to the appropriate organizations or offices for assistance. Asks follow-up questions to clarify any unclear circumstances when necessary.

• Ensure all reportable income is reported on the taxpayer’s return(s) and all allowable/eligible deductions and credits are claimed for the taxpayer.

• Ensure taxpayer’s Intake/Interview & Quality Review Sheet is properly completed based on information the taxpayer provides

• Maintain open communication with the Volunteer Income Tax Assistance (VITA) Site Coordinator and solicit feedback when necessary.

• Maintains confidentiality of taxpayer information.

Qualifications, Requirements, & Training:

• Interest and/or experience in accounting, taxes, financial education is helpful, but not required.
• Written and verbal communication skills in Spanish preferred, but not required.
• Must pass a criminal background check

• New Volunteers: Attend a VITA Training (see the 2016 Training Calendar for more information)

• Pass the Internal Revenue Service (IRS) Volunteer Standards of Conduct training.

• Pass the IRS Basic and/or Advanced Tax Preparer Exam and get certified for the 2016 season.

• Attend a CLUES Tax Prep Volunteer kickoff dinner and orientation on Friday, January 20 th from 5- 8:00pm