Volunteer Income Tax Assistance (VITA Tax Preparer)


(44.954876,-93.15346)
 

Cause Areas

When

It's flexible! We'll work with your schedule.

Where

450 North Syndicate St.Saint Paul, MN 55104
Logo

About

The individual tax site preparer works closely with Community Action staff to prepare customers state and federal tax returns. Volunteers will work to ensure that customers are qualifying for important tax credits like the Earned Income Tax Credit (EITC). Preparers serve as a trusted (and no-cost) resource, ensuring customers file correctly.

Supervisor: Financial Services Coordinator

Tasks and Responsibilities:

Prepare state and federal tax returns using tax software called TaxSlayer.

Direct customers to appropriate on-site financial services.

Work cooperatively with staff and other volunteers to provide high-quality service to customers.

Maintain strict confidentiality, providing as much privacy as logistically possible.

Qualifications & Skills Needed:

Excellent English communication skills.

Ability to analyze applications and paperwork.

Ability to discuss customer’s tax and financial situation with empathy and respect.

Computer proficiency

Enjoy working in a diverse ethnic and socio-economic environment.

Meet one of the following criteria:

Experience filing your own tax return

Taken a tax law or tax accounting course at the college level

Work in the accounting field

Desire to learn how to complete IRS and MN Revenue taxes

Ability to speak, read, and interpret Somali, Hmong, Spanish, or Karen is a plus.

High school diploma/GED and age 18+ required. Able to pass background check

Benefits of becoming a Volunteer Income Tax Assistant:

Satisfaction of incorporating service into our lives and making a difference in our community. The intangible benefits alone; such as pride, satisfaction, and accomplishment; are worthwhile reasons to serve.

Additional benefits:

Become a certified Volunteer Income Tax Assistant.

Gain real life experience preparing federal and state taxes and hands-on experience with a professional tax preparation software program.

VITA volunteers, especially those who have volunteered for more than one tax season, have already demonstrated a strong work ethic and a strong sense of civic involvement that may be attractive to prospective employers.

VITA volunteers improve their interpersonal skills as they assist a diverse group of clients. They develop the interviewing skills necessary to elicit missing information or to clarify information that is problematic or unclear. They learn to develop a rapport with their clients while retaining a healthy level of professional skepticism.

VITA provides student volunteers with an opportunity to develop and to demonstrate significant leadership skills. Volunteers, especially those who return for a second year, may be trained as site coordinators, assistant site coordinators, or quality reviewers. This teaches the volunteer not only to prepare returns, but also lead other volunteer preparers.

Location:

450 Syndicate Street North, St. Paul, MN 55104

Time Commitment:

Must successfully complete the following:

Attend an informational orientation, autumn 2018

Attend IRS tax training (January 2019); unless prior experience with VITA tax clinic

Successfully complete (open book) basic IRS certification test.

Complete two practice tax returns accurately before completing customer tax returns.

Volunteers are required to provide at least 4 hours of volunteer help every week during the tax season, Saturdays from mid-February to mid-April, 2019; between 9am to 4pm for 7 of the 9 weeks.

Contact for Information:

volunteers@caprw.org or call 651-603-5979

Registration form at caprw.org/volunteer

Priority will be given to people who register before October 1, 2018..

Skills

  • Accounting
  • Data Entry
  • Mathematics
  • Financial Service Assistance
  • ETC / Tax Assistance
  • Customer Service

Good Match For

People 55+

Requirements & Commitment

  • Must be at least 18
  • Orientation or Training
  • 4 hours per week during tax season

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