VITA Volunteer

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 26th)
    • 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 26th)
  • 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!

  


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