Nonprofit
Published 11/5/25 4:07PM

Volunteer Income Tax Preparer (No Experience Required and Free IRS Training Provided)

Hybrid, Volunteer must be in or near San Bernardino, CA
I Want to Help


  • Details

    Available Times:
    Weekdays (daytime, evenings), Weekends (daytime, evenings)
    Time Commitment:
    Flexible
    Recurrence:
    Recurring
    Cause Areas:
    Community Development, Economic Development, Financial Literacy & Personal Finance, Poverty, Volunteering
    Benefits:
    Training Provided
    Good For:
    Teens, Public Groups, Age 55+, International Volunteers, Private Corporate Groups
    Age Requirement:
    16+
    Wheelchair Accessible

    Description

    Haven Services is looking for dedicated volunteers to join our Volunteer Income Tax Assistance (VITA) Program. Volunteers will be responsible for providing free tax preparation services to low- and moderate-income individuals and families.

    No prior experience is required. Our team provides all of the training, IRS certification, and ongoing support at no-cost. As a VITA volunteer, you'll gain hands on tax preparation experience, strengthen professional skills, and make a meaningful impact in your community. It's also a wonderful opportunity to network with professionals in the business and financial sectors and explore career opportunities.

    VITA Roles and Responsibilities Include:

    Intake Specialist

    • Client assistance with Intake Form
    • Qualification screening
      • Client interview
    • Identity verification
    • Collect Tax forms

    Tax Preparer

    • Finalize Intake Process
    • Create client tax profile
    • Tax preparation
    • Completing the tax return

    Quality Reviewer

    • Compare and revise taxpayer-provided information and supporting documents with the tax return entries

    If you're interested or have any questions, please apply directly on Idealist or email Sarah at sarah.schmidt@havenservices.org for more information.

    Location

    Hybrid
    Volunteer must be in or near San Bernardino, CA
    Associated Location
    San Bernardino, CA, USA

    Please fill out this form

    Instructions:

    Hello,

    Thank you for your interest in volunteering with Haven Services. You can apply directly on Idealist, email Sarah at sarah.schmidt@havenservices.org, or copy this URL in your browser to apply directly: https://bttr.im/n7nk5. Thank you in advance!

    Best Regards,

    Haven Services

    All fields are required
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