VITA Intake & Exit Specialist

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United Way of Washtenaw County

  • 1 person is interested
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For more information, please fill out this short form and we'll contact you.

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
For more information, please fill out this short form and we'll contact you.

2 More opportunities with United Way of Washtenaw County

About United Way of Washtenaw County

Location:

2305 Platt Road, Ann Arbor, MI 48104, US

Mission Statement

United Way of Washtenaw County connects people, resources and organizations together to create a thriving community for everyone.

Description

Our Volunteer Center hosts more than 100 agencies and hundreds of volunteer opportunities throughout Washtenaw County!

WHEN

Tue Feb 04, 2020 - Sat Apr 18, 2020

WHERE

2305 Platt RdAnn Arbor, MI 48104

(42.25351,-83.69994)
 

SKILLS

  • Office Reception
  • ETC / Tax Assistance
  • Administrative Support
  • Professional Development

GOOD FOR

  • Teens
  • People 55+

REQUIREMENTS

  • Must be at least 16
  • Orientation or Training
  • Minimum of four 3.5 hour shifts between Feb-April
  • 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.

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