Cause Areas


Tue Jan 24, 2017 - Tue Apr 18, 2017


1825 San Pablo AvenueSuite 200Oakland, CA 94612


Tax Preparers assist low-income wage earners complete their tax returns. Tax Preparers receive free training and are certified by the IRS.


  • Conduct intake interviews to fully understand taxpayer’s tax situation and ensure the correct tax law is applied and all allowable credits are claimed.
  • Provide high-quality tax return preparation and answer tax-related questions for all taxpayers.
  • Assist taxpayers with electronically filing returns whenever possible.
  • Contact the site coordinator or IRS support hotline for assistance when necessary.
  • Provide information about other programs, such as food stamps, that taxpayers may be able to utilize (if applicable at your VITA site).
  • Review completed returns for accuracy if certified to the Intermediate level.
  • Ensure a copy of the completed tax return is provided to the taxpayer.
  • Encourage clients to save a portion of their refund as a savings bond or in a savings account or safe and secure prepaid debit card.
  • Maintain confidentiality of taxpayer information.
  • Ensure no compensation of any kind is accepted for volunteer services provided.


  • Successfully pass the IRS certification test on required tax law knowledge.
  • Only prepare returns within your certification scope (i.e. only Advanced preparers can help clients with itemized deductions).
  • Read all communications and updates on tax requirements or procedural changes.
  • Respect client privacy.
  • Maintain accurate records of assistance provided.
  • Give 24-hour cancellation notice when unable to volunteer at your site.


  • Ability to work as a volunteer one shift per week (4 hours), totaling at least 30 hours from January 24 th to April 15 th, 2017.
  • Strong verbal and communication skills.
  • Good interpersonal skills and comfort with a wide range of people.
  • Computer skills for entering tax information (formal training will be provided).
  • Ability to take initiative and work with minimal supervision.
  • Commitment to strengthening families by increasing self-sufficiency.
  • Basic tax knowledge a plus.

Training (to be provided by us Dec-Jan):

  • Modules 1-6 required.
  • Pass Basic IRS certification test. Passing score on Advanced IRS certification test optional.
  • Pass the Standard of Conduct certification through Link and Learn.

We will have three orientation sessions in November and December. To sign up, please follow this link:http://tinyurl.com/jmatyy9.

If you have any questions, please contact Meg Heisler at mheisler@ebaldc.org or (510) 606-1786.


  • Basic Computer Skills
  • Financial Service Assistance
  • ETC / Tax Assistance
  • Accounting
  • Bookkeeping
  • Customer Service

Good Match For

People 55+ Group

Requirements & Commitment

  • Must be at least 18
  • Orientation or Training
  • 4 hrs/week, January - April

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