Income Tax Preparer - VITA

Published

10/30/2018

Address

450 North Syndicate Street
Saint Paul
Minnesota
55104
United States

Description

The individual tax preparer works closely with Community Action staff to prepare customers state and federal tax returns. Volunteers will work to ensure that customers are qualifying for important tax credits like the Earned Income Tax Credit (EITC). Preparers serve as a trusted (and no-cost) resource, ensuring customers file correctly. 

 

Supervisor: Financial Services Coordinator & Tax Site Manager 

 

Tasks and Responsibilities:

Prepare state and federal tax returns using tax software TaxSlayer;

Direct customers to appropriate on-site financial services;

Work cooperatively with staff and other volunteers to provide high-quality service to customers;

Maintain strict confidentiality, providing as much privacy as logistically possible;

 

Qualifications & Skills Needed:

Desire to learn how to complete IRS and MN Revenue taxes;  

Excellent English communication skills both verbal and written;

Ability to analyze applications and paperwork;

Ability to discuss customer’s tax and financial situation with empathy and respect;

Computer proficiency and customer service skills;

Experience working in a diverse ethnic and socio-economic environment;

High school diploma/GED and age 18+ required. Able to pass background check; 

Ability to speak, read, and interpret Somali, Hmong, Spanish, Karen or other language (optional);

 

Benefits of becoming a Volunteer Income Tax Assistant:

Satisfaction of incorporating service into our lives and making a difference in our community. The intangible benefits; such as pride, satisfaction, and accomplishment; are worthwhile reasons to serve. Become a certified Volunteer Income Tax Assistant.; Gain real life experience preparing federal and state taxes and hands-on experience with a professional tax preparation software program; and professional networking. Knowledge that you are helping children and families thrive!

 

Location

St Paul or Woodbury, MN 



 

Time Commitment

Must successfully complete the following:

Attend an informational orientation, early December 2018 (date to be determined);

Attend IRS tax training (December 2018 or January 2019);  

Successfully complete (open book) basic IRS certification test;

Volunteers are required to assist 4+ hours for at least 6 clinics during the tax season.

Tax season is February 2nd thru April 13th, 2019

Choose timeframe (can do a half shift) and which location(s) best fits your schedule:

 Mondays, 1pm-9pm at 450 N Syndicate St, St Paul;

 Saturdays, 8am-4pm on Feb. 2nd, Feb 9th, March 23rd or April 6th at 450 N Syndicate St, St Paul; or,

 Thursdays, 8am-2pm at 2150 Radio Drive, Woodbury.


Schedule will be determined with supervisor, some flexibility may be available. Total of at least 24 hours volunteering during the tax season.

How To Apply

volunteers@caprw.org

volunteers@caprw.org or call 651-603-5979; and,

Complete a Registration Form at caprw.org/volunteer ;

Priority will be given to volunteers who register before November 15, 2018;

Deadline for registration is December 1, 2018 for the 2019 tax season. 


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