VITA Intake & Exit Specialist

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Our VITA (Volunteer Income Tax Assistance) Program provides free tax preparation to low-income individuals and families, allowing them to receive the maximum refund possible, to meet their own pressing basic needs or save for the future.

VITA Intake & Exit Specialist Duties:

• Provide top-notch customer service with empathy and compassion
• Greet participants and help them feel at-ease
• Manage intake and exit process
• Check that participants have required documents to start return
• Assist participants with scheduling or re-scheduling appointments
• Serve as liaison with Site Coordinator to determine clinic capacity for walk-ins, or other
  participant issues/questions that arise at Intake
• Conduct "scan & go" intake procedure for walk-ins that we are unable to serve

Location: United Way of Washtenaw County, 2305 Platt Rd, Ann Arbor

Benefits to volunteer:

• Help families stay in their homes, put food on the table and save for the future
• Engage in gratifying volunteer work - interact directly with the people you are helping and see the immediate impact of your work
• Develop/refine new or existing skills; gain valuable experience in preparing income tax returns and encountering various tax issues
• Develop/refine client counseling skills in a protected environment
• Networking/resume building opportunity

Time commitment:

* Attendance at VITA 101 3-hr training session required. (Various dates in Dec & Jan,
registration required)
* Approximately 1 hour of self-study and completion of Volunteer Standards of Conduct
certification exam required.
* Minimum of four 3.5 hour shifts between the first week of February through early April
* Shifts are available on Tuesdays & Thursdays, 5-8:30pm and Saturdays 9:45am-1pm or
12:45-4pm

Qualifications/Requirements:

• Ability to have empathy for others and provide top-notch customer service
• Attend required in-person training & pass IRS Ethics certification exam
• Ability to accurately follow written instructions
• Competency with the use of computers and copier, or willingness to learn
• Must be 16 or older.

Training and Certifications Needed:

• Attendance at VITA 101 3-hr training session required. (Various dates in Dec & Jan,
  registration required)
• Approximately 1 hour of self-study and completion of Volunteer Standards of Conduct
  certification exam required.
• Minimum of four 3.5 hour shifts between the first week of February through early April
• Shifts are available on Tuesdays & Thursdays, 5-8:30pm and Saturdays 9:45am-1pm or
  12:45-4pm