DESCRIPTION OF DUTIES

Duties:

· Meet individually with clients, interview clients, review tax documents, and prepare returns using professional tax software.

· Connect clients to meaningful savings opportunities including U.S. Savings Bonds and credit union accounts

Qualifications:

· Must successfully complete free tax preparation training and pass IRS certification test

· Must maintain client confidentiality

· Ability to build rapport & discuss sensitive financial information with care

· No prior tax experience is required, but an ability to prepare a basic tax return or other relevant classroom or work experience in tax law or accounting is recommended

Time Requirement:

· A minimum of one 4-6-hour shift, one to two weekdays (Monday – Friday) per week during tax season (January 25th to April 18th)

· Our greatest need is during February and early March, when our tax site is the busiest

Training:

· Tax Volunteers are required to attend a pre-season orientation and complete the training

· Training is online through IRS’s Link and Learn system, which can be done at HRN with one-on-one mentoring and assistance

· Both new and returning Tax Volunteers must pass the IRS certification exam

Benefits:

· Gain professional skills while helping families in Trinity County boost their financial stability!

· Free tax law and tax preparation training, culminating in IRS certification

· Support from trained Vita Volunteers and staff with 15+ years’ experience