Cause Areas

When

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

Where

1825 San Pablo AvenueSuite 200Oakland, CA 94612

About

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

Responsibilities:

  • 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 Advanced level
  • Ensure a copy of the completed tax return is provided to the taxpayer
  • Encourage clients to save a portion of their refund in one of the available vehicles, for example a savings bond, a savings account, or a prepaid debit card
  • maintain confidentiality of taxpayer information
  • Ensure no compensation of any kind if accepted for volunteer services provided

Requirements:
  • Pass Basic IRS certification test. Passing score on Advanced IRS certification test optional.
  • Pass the Standard of Conduct and Intake/Interview & Quality Review certifications through Link and Learn
  • 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

Qualifications:
  • Ability to work as a volunteer one shift per week (4 hours), totaling at least 30 hours from late January to April 17th, 2018
  • Strong verbal 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

If you are interested in volunteering, please fill out the google form below or email Amreen Akhtar at volunteer@ebaldc.org

https://docs.google.com/forms/d/e/1FAIpQLSd6ZVQeT2DcjKC3ywDaDDU0K9ttad7MvJCmmln_gxFtK6OuIw/viewform

Skills

Good Match For

N/A

Requirements & Commitment

  • Must be at least 18

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