How can you support relief efforts in Haiti and Afghanistan?

Learn more about resources to support people in Haiti and Afghanistan.

Read More
 

Spring 2022 VITA Tax Preparer Volunteer

Save to Favorites

Campaign for Working Families, Inc

Every year, the Campaign for Working Families, Inc. recruits, trains, and manages hundreds of volunteers and interns who staff free tax sites across Southeastern PA and South Jersey. In response to the COVID pandemic, CWF’s services expanded to include a virtual tax prep program which has enabled us to serve taxpayers safely and ensure they have access to important tax credits through free tax preparation, resource building and asset development services. For this upcoming tax season, CWF is seeking highly motivated and tech-savvy individuals to fill our multiple volunteer Tax Preparer positions, both for our virtual and in-person tax prep programs.

Purpose of Position: As a volunteer Tax Preparer, you will assist working families in preparing their Federal and State tax return utilizing online tax preparation software. Tax Preparers are trained to accurately apply tax law and identify any tax benefits for which taxpayers qualify

Reports to: Director of Volunteer Engagement

Time Commitment: 30-hour minimum shift commitment (excludes training time), January to April 15, 2022.

Training: Free training opportunities begin in November and run through January. Candidates must be available to attend required virtual training(s) or self-certify.

Locations:

  • In-person: Philadelphia and South Jersey
  • Virtual: Online
Responsibilities:
* Certify at IRS Basic or Advanced tax preparation level (either via self-certification or our free trainings)
* Interview taxpayer to determine if all income, deductions and allowable credits are claimed
* Prepare only those tax returns for which training was provided
* Ensure no compensation of any kind is accepted for the services rendered
* Maintain strict confidentiality of taxpayer information and documentation

Qualifications:
  • No previous experience necessary!
  • Requires a detail oriented, organized, efficient, individual who is able to multi-task in a fast-paced environment
  • Attend training or utilize IRS’ Link & Learn (www.linklearncertification.com) online training system. If returning volunteer, must re-certify for current tax year
  • Quality Reviewer volunteers must certify at the Advanced level and complete applicable online training
  • Must be computer proficient and able to efficiently utilize tax software. Willingness to work with the public, volunteers, stakeholders, partners in a helpful and supportive manner.
  • Friendly, dependable and flexible
How to Apply: Send email to Director of Volunteer Engagement, Jonathan Barnes, at jbarnes@cwfphilly.org.

1 More opportunity with Campaign for Working Families, Inc

Request failed
{{ opp.title }}
This is a Virtual Opportunity.
{{ opp.location }}
We'll work with your schedule
{{ opp.dateStr }}
{{ opp.timeStr }}
More
Opportunities

About Campaign for Working Families, Inc

Location:

1415 N Broad St, Suite 221A, Philadelphia, PA 19122, US

Mission Statement

Organized in 2003, the Campaign for Working Families, Inc. (CWFI) seeks practical ways to improve the economic status of individuals and working families, so that they can have the opportunity to increase their income, wisely manage their finances, protect themselves from expensive financial services and build assets. We work to increase the economic viability of low income working households so that they can plan for stable, secure futures and can participate fully in civic and community life.

Description

YOUR EFFORTS CAN HELP PUT MORE MONEY IN THE POCKETS OF THOSE WHO NEED IT MOST: Low-income working families are hit the hardest in these rough economic times. YOU can help bring $60,000 in tax returns to Philadelphia households by joining our effort to provide free tax preparation services. No experience necessary; we will train you to become a Resource Builder, Certified IRS Tax Preparer or Greeter. Sign up today to turn your free time into money for Philadelphia families!

Advocacy & Human Rights
Community
Education & Literacy

WHEN

We'll work with your schedule.

WHERE

Tax Sites across regionVarious Locations throughout Philadelphiaas well as Montco, Delco and Southern New JerseyPhiladelphia, PA 19122

(39.97952,-75.14578)
 

SKILLS

  • ETC / Tax Assistance
  • Administrative Support
  • Customer Service
  • Data Entry
  • Community Outreach
  • Resource Development / Management

GOOD FOR

  • People 55+
  • Group

REQUIREMENTS

  • Must be at least 18
  • Orientation or Training

Report this opportunity