VITA Tax Preparation Lead Volunteer

Published

10/26/2018

Start Date

01/12/2019

End Date

04/15/2019

Time Commitment

A few hours per week

Duration

Short-Term (few weeks/months)

Address

International Rescue Committee (City Heights)
5348 University Ave
Suite 205
San Diego
CA
92105
United States

Description

The IRC operates a Volunteer Income Tax Assistance (VITA) program to provide FREE tax prep services to low and moderate income families who cannot afford to pay $200+ for a tax return. We completed more than 3,200 returns last tax season and helped families receive more than $5.5 million in refunds. The IRC’s VITA program would not be able to operate without the hard work and dedication from our amazing volunteers!


Our Tax Preparation Lead Volunteers not only assist clients with preparing their taxes but also support and guide newer volunteers through the duration of tax season. As a seasoned tax preparation expert other volunteers will look to you for advice and answers to their questions. You will collaborate with the onsite coordinator to provide effective feedback for members of our tax preparation volunteer team while ensuring that volunteers have a go-to person for any questions or concerns that may arise.  

 

Responsibilities: 

  • Prepare Federal and State tax returns for refugee and low-income populations 
  • Perform quality reviews to ensure returns are prepared correctly 
  • Serve as point-person for volunteer shifts, to answer questions and provide quality review support for new volunteers, in collaboration with site coordinator 
  • Support training and onboarding of new volunteers, in collaboration with site coordinators, including observing and providing feedback to volunteers 
  • Other duties as required to support the program, including phone calls and scheduling client appointments 

Qualifications 

  • At least 1 year previous experience as a VITA volunteer (preferably with the IRC) 

 

Training/Preparation: 

  • Attend and support Tax training (date TBD) 
  • Pass IRS certification exam (Advanced level) 

Times Needed: (subject to change) 

  • Monday, Wednesday, Friday, Saturday, Sunday 
  • 10am-1pm 
  • 1pm-4pm 
  • Tuesday, Thursday 
  • 1pm-4pm 
  • 4pm-7pm 

Dates Needed/Minimum Commitment: 

  • Commitment from January to April 18th 
  • Minimum 8-10 hours per week


 

Benefits

  • Training Provided

Benefits

  • Groups

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