washtenawabc.org -

Tax Return Preparer

 Number Needed:

• 2-8 per shift, depending on demand.

 Locations, time commitment:

• Choose from the following locations and shifts:
  • Ann Arbor Public Library – Downtown Branch (Wednesdays 5-8 pm and some Saturdays 10-2 or 1-4pm)
  • Cooley Law School Ann Arbor (Friday January 26^th)
  • Avalon Housing Carrot Way (2 miles from campus, one Saturday)
  • Manchester Public Library (2 Saturdays, 15 miles from campus)
• Minimum commitment of 3 Saturdays and/or Wednesdays between the last week of January 2012 through April 15, 2013

 Duties:

• Review intake sheet with client
• Prepare client tax return; obtain necessary signatures and quality review
• Review client letter and tax documents with client

 Qualifications:

• Attend and pass all required trainings, including applicable tax law sessions and a TaxWise computer lab workshop (online or in person)

• Pass IRS Ethics & Basic certification tests; additional certification at the Intermediate level is strongly encouraged
• Ability to accurately follow written instructions
• Competency with the use of computers and printers .
• Some experience in preparing individual income tax returns or Taxation course is useful but not required

Supervisor: Site Coordinator.  All returns must be independently reviewed, so you are not working alone!

 Benefits to volunteer:

• Help families stay in their homes, put food on the table and save for the future
• Engage in gratifying volunteer work – interact directly with the people you are helping and see the immediate impact of your work

• Develop/refine new or existing skills; gain valuable experience in preparing income tax returns and encountering various tax issues

• Develop/refine client counseling skills in a protected environment
• Networking/resume building opportunity

If you are interested in volunteering with us, please contact us!

Greeter – Volunteer Position Description

 Number Needed: 1-2 per shift, depending on appointment volume

 Duties:

• Greet clients and make them comfortable
• Managing client sign in process
  • Provide Intake/Interview sheet and assist with completion
  • Check that clients have required documents to have returns prepared
• Other duties may include tasks such as assisting with client flow

Locations, time commitment:

• Choose from the following locations and shifts:

• Ann Arbor Public Library – Downtown Branch (Wednesdays 5-8 pm and some Saturdays 10-2 or 1-4pm)
• Cooley Law School Ann Arbor (Friday January 26^th)
• Avalon Housing Carrot Way (2 miles from campus, one Saturday)
• Manchester Public Library (2 Saturdays, 15 miles from campus)

• Minimum commitment of 3 Saturdays and/or Wednesdays between the last week of January 2012 through April 15, 2013

Qualifications:

• Ability to accurately follow written instructions
• No experience necessary
• Competency with the use of computers and printers
• Complete required training and certification by Jan 15, 2013

Training and Certifications needed

• Take ethics training (in person or online) and pass five question test
• Watch online PowerPoint presentation regarding intake form

Supervisor: Site Coordinator.  All returns must be independently reviewed, so you are not working alone!

 Benefits to volunteer:

• Help families stay in their homes, put food on the table and save for the future
• Engage in gratifying volunteer work – interact directly with the people you are

      helping and see the immediate impact of your work

• Develop/refine new or existing skills; gain valuable experience in preparing

      income tax returns and encountering various tax issues

• Develop/refine client counseling skills in a protected environment
• Networking/resume building opportunity

 If you are interested in volunteering with us, please contact us!