Volunteer Tax Preparer - No Experience Required!
Home Start is a social services agency dedicated to reducing child abuse and strengthening families in San Diego. They help more than 15,000 clients with services in housing, domestic violence, parenting, behavioral health, emergency assistance, financial counseling and more.
They are seeking friendly, detail-oriented volunteers to assist with preparing taxes as part of the Volunteer Income Tax Assistance Program. VITA exists to provide free tax assistance to many low-to-moderate income families across the country. Each year Home Start serves hundreds of VITA clients throughout San Diego County.
Complete all three (3) online IRS certifications (online)
Ensure that all reportable income is reported on the client's return and that all allowable /eligible deductions and credits are claimed for the taxpayer.
Prepares accurate federal and state tax returns for qualified taxpayers based on information freely provided by clients
Answers basic tax-related questions and refers taxpayers who have complex tax returns to the appropriate resources. Refer to supervisor when needed.
Appropriately records information and processes file for quality review
Maintain confidentiality of client information.
The VITA program is an essential service that helps low income San Diego County residents solely through the compassion and efforts of volunteers. Join the team - please express your interest today!
Opportunity Requirements & Important Notes
All client services will be provided remotely through drop off, phone or remote counseling. All voluteers will be providing client services from Home Start offices at the Jacobs Center. Home Start will provide all necessary training, equipment and resources required to provide services.
Volunteers are asked to commit to a minimum of one full shift weekly. This can be completed in a full 8-hour shift or through a combination of 4-hour partial shifts. VITA services are provided:
Tuesday through Friday 12:00pm-8:00pm (Partial: 12:00pm-4:00pm or 4:00pm-8:00pm)
Saturday 9:00am-5:00pm (Partial 9:00am-1:00pm or 1:00pm-5:00pm)
You can find more details about the Tax Preparer position here.
**This program deals with confidential financial information and has several clearances that MUST be completed before a volunteer is confirmed.
Must complete Home Start Volunteer required clearance / onboarding processes
Must adhere to Home Start COVID-19 related policies & procedures
Must pass online IRS Exams and submit certification to Home Start Volunteer Program:
IRS Volunteer Standards of Conduct Exam
Intake/Interview and Quality Review Exam
Advanced Tax Preparer Exam
About Home Start
Home Start is a non-profit social services agency committed to a community-based collaborative effort to reach children and families at risk in order to prevent child abuse and neglect. By strengthening communities and supporting families, they seek to make a positive environment in which children can grow and thrive.
About Home Start Inc.
5005 Texas Street, #203, San Diego, CA 92108, US
Home Start exists to assure the safety and resiliency of children by strengthening families and their communities throughout San Diego.
volunteers for distribution events, recurring clerical volunteers, volunteers in the Thrift Boutique, etc.
San Diego, CA 92114
November 13, 2021