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Volunteer With Us
Intake Specialist
Greet everyone visiting the site to create a pleasant atmosphere. Screen taxpayers to determine the type of assistance they need and confirm they have everything they need to complete their tax returns. Once they are ready, introduce them to their tax preparer.
You’re an energetic and outgoing person who’s ready with a smile and an outstretched hand. As the first site staff member that clients encounter, you’re key to setting the positive tone that people have come to expect at VITA sites.
You don’t need any specialized tax law training (although you’re certainly welcome to learn with VITA’s free training and materials!), but you will be responsible for determining which services taxpayers will need and ensuring they have the necessary documents.
Tax Preparer
Prepare tax returns and help our filers their taxes done accurately and keep the money they deserve. Complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers. Encourage filers to meet with a Savings Champion and Financial Coach to discuss what they will do with their refund.
You’re a driven, goal-oriented person who’s eager to put their skills to use in the community (or pick up some new ones to help others). Tax preparers spend most of their time interacting with individual clients at a VITA site, and are excited to help taxpayers prepare the most accurate tax return and to get any refund for which they qualify. While having an aptitude for numbers is useful, statistical and financial expertise are not necessary to prepare tax returns.
Tax pros can get continuing education credits for filling this role—and beginners can get free training and materials to help them on their way to becoming a certified tax preparer
Quality Reviewer
Make sure our taxpayers get their taxes done correctly the first time around. Review tax returns completed by volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free.
You’re detail-oriented, organized, and eager to lend your experience and skills towards helping your neighbors. This role is recommended for more experienced tax preparers (you must be tax law certified at the intermediate level at least), but over time newly certified preparers can work their way up to this role
Site Coordinator
Coordinate a VITA site and demonstrate your excellent organizational and leadership skills. Be the primary resource for knowledge of the program and be available to assist with any issues that may arise. Develop and maintain schedules for all volunteers to ensure adequate coverage, supplies, and equipment at your site.
Savings Champion
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