VITA Tax Preparer

Save to Favorites

United Way of Washtenaw County

  • 8 people are interested

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.

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 and Training:

  • Attendance at three 3-hour training sessions required for new volunteers. (Various dates in
    Dec & Jan, registration required): VITA 101, Federal Tax Training, Michigan Tax Training
  • Approximately 4-12 hours of self-study and exam completion required in Dec or Jan
  • Minimum of four 3.5 shifts between the first week of February through early April
  • Hours: Shifts are available on Tuesdays & Thursdays, 5-8:30 and Saturdays 9:45am-1pm and
    12:45-4pm

Duties:

  • Provide top-notch customer service with empathy and compassion
  • Complete all required training & certification exams
  • Review intake sheet/tax documents with participants & prepare tax returns using our software
  • Complete the close out process for finished returns
  • Communicate with participants about their tax return, answer questions, and arrange for client
    to bring in additional information, if necessary

Qualifications/Requirements:

  • Ability to have empathy for others and provide top-notch customer service
  • Attend required in-person training & pass IRS Ethics & Basic certification tests
  • Additional certification at the Advanced Level and HSA is strongly encouraged
  • Ability to accurately follow written instructions
  • Competency with the use of computers and printers
  • Some experience in preparing individual income tax returns or taxation course is useful but
    not required
  • Must be 18 or older

Supervisor: Site Coordinator. All returns will be independently reviewed, so you are not working alone and help is available when you need it!

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

https://unitedwayofwashtenawcounty.formstack.com/forms/vita_volunteer_interest_form

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

  • ETC / Tax Assistance
  • Administrative Support

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 three 3-hour training sessions required for new volunteers. (Various dates in Dec & Jan, registration required): VITA 101, Federal Tax Training, Michigan Tax Training Approximately 4-12 hours of self-study and exam completion required

Report this opportunity