Train to be a VITA Tax Preparer for FREE!

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ORGANIZATION: Community Action Marin







Volunteer Income Tax Assistance (VITA) program:

Tax Preparer Volunteer



Purpose:

The tax preparer volunteer will interview taxpayers using the IRS intake form and provide free tax return preparation services to eligible taxpayers.



Agency contacts:

Volunteer Services - volunteer@camarin.org

Laurel Hill, Director of Safety Net Services - lhill@camarin.org

Debbie Brown, VITA Site Coordinator - dbrown@camarin.org



Responsibilities and duties:

Provide quality tax return preparation services to taxpayers who qualify for assistance.

Enter tax information into the appropriate software, obtain E-File authorization, and prepare taxes within certification level and within the scope of the VITA program.

Adhere to IRS Quality Site Requirements, including maintaining taxpayer privacy and confidentiality standards, and code of conduct.

Interview taxpayers virtually and/or in-person and utilize available resources to assist taxpayers.

Communicates with individuals in a respectful manner and responsive approach to differing beliefs and practices, sexual orientations, disability statuses, gender identities, ages, cultural preferences, linguistic needs, and other state and federal protected statuses.

Attend and obtain Tax law certification and any additional IRS training certifications

Observe taxes being prepared prior working directly with taxpayers



Time commitment:

2022 Dates - Fridays (9:00am - 12:30pm and/or 12:30pm - 4:00pm)

Dates To be Determined



Required skills and qualifications:

Skills

Ability to engage with the public in a positive, productive manner

Provide necessary support to VITA Team with dedication to the Agency's mission and vision

Strong written and verbal communication skills

Complete all IRS training requirements: Volunteer Standards of Conduct, Intake/Interview and Quality Review, the Volunteer Certification System, and the Tax Law Certification

Computer literate: Microsoft Office, IRS approved software and applications, and Windows operating systems



Qualifications

Maintain and/or obtain Advanced Tax Law certification

Proficient in English; and proficiency in Spanish desired

Desire to develop and expand knowledge of tax preparation services

Adapts well to a dynamic, rapidly changing environment and works effectively within a team

Prior tax experience not required



Benefits to volunteer:

Helping fellow community members with filing income taxes and receive tax credits and deductions which they are entitled to

Assisting Community Action Marin in aligning to the Agency's whole-family approach

Free IRS-certified training

Potential to earn up to 14 Continuing Education credits

Letters of reference (long-term volunteer commitments)



Location:

555 Northgate Dr., San Rafael, CA 94903

Virtual opportunities available



Reasonable Accommodations:

This opportunity may involve physical demands (e.g. climb stairs, carrying, lifting, etc.) as the actions are essential function to the role. Reasonable accommodations may be made to enable individuals with qualifying disabilities to perform essential functions.

More opportunities with Community Action Marin

No additional volunteer opportunities at this time.

About Community Action Marin

Location:

555 Northgate Drive, Suite 201, SAN RAFAEL, CA 94901, US

Mission Statement

Our Vision: All of us in Marin have an equal opportunity to live our lives with dignity and respect. Mission: We make it possible for people to achieve well-being by providing the education, mental health, and vital services they need. Together, we break down the barriers that get in the way of fair and lasting change in service to better outcomes for all. Promise: Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community, and we are dedicated to helping people help themselves and each other. What We Do: We strive to improve stability, quality of life and community connection through a variety of different social services that provide the foundation to develop and sustain life skills. Our programs support clients through financial management, career coaching, free and affordable child care support, energy assistance, better nutrition, advocacy and support for families living with mental illness and overall pathways to self-sufficiency for those of low-income living in Marin. Our services are unique and broad and we are available to provide a sense of relief and guidance to our clients and have designed our services to address their needs holistically and personally. Community Action Marin's programs include: BASIC HUMAN NEEDS: Emergency Family Needs Fund, Low-Income Energy Assistance Program (LIHEAP) EARLY CHILDHOOD & FAMILY DEVELOPMENT: Head Start and Early Head Start, Marin Community Child Development Centers for families of low income FINANCIAL EDUCATION & TAX PREPARATION: Sparkpoint Marin financial, budgeting, and career coaching, Volunteer Income Tax Assistance Homeless Outreach Team and housing supportive services Each program offers volunteer and employment opportunities geared toward specific program needs. Email us today and let us know how you want to get involved: volunteer@camarin.org

Description

OUR VISION: All of us in Marin have an equal opportunity to live our lives with dignity and respect.

PROMISE: Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community, and we are dedicated to helping people help themselves and each other.

What We Do:

We strive to improve stability, quality of life and community connection through a variety of different social services that provide the foundation to develop and sustain life skills. Our programs support clients through financial management, career coaching, free and affordable child care support, energy assistance, better nutrition, advocacy and support for families living with mental illness and overall pathways to self-sufficiency for those of low-income living in Marin. Our services are unique and broad and we are available to provide a sense of relief and guidance to our clients and have designed our services to address their needs holistically and personally. Community Action Marin's programs include:

    • BASIC HUMAN NEEDS
    • EARLY CHILDHOOD & FAMILY DEVELOPMENT
    • FINANCIAL EDUCATION & TAX PREPARATION
    • MENTAL HEALTH
    • CARE: Homeless Outreach Team

CAUSE AREAS

Community
Employment
Community, Employment

WHEN

WHERE

555 Northgate Drive, Suite 201San Rafael, CA 94903

(38.000412,-122.543724)
 

SKILLS

GOOD FOR

N/A

REQUIREMENTS

N/A

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