United Way of Washtenaw County
VITA Tax Preparer
Company: United Way of Washtenaw County
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Location: 2305 Platt Rd, Ann Arbor, MI, 48104
Project Details

Our VITA (Volunteer Income Tax Assistance) Program provides free tax preparation to low-income individuals and families, allowing them to receive the maximum refund possible, to meet their own pressing basic needs or save for the future.

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
  • Time Commitment and Training:

  • Attendance at three 3-hour training sessions required for new volunteers. (Various dates in
    Dec & Jan, registration required): VITA 101, Federal Tax Training, Michigan Tax Training
  • Approximately 4-12 hours of self-study and exam completion required in Dec or Jan
  • Minimum of four 3.5 shifts between the first week of February through early April
  • Hours: Shifts are available on Tuesdays & Thursdays, 5-8:30 and Saturdays 9:45am-1pm and
    12:45-4pm
  • Duties:

  • Provide top-notch customer service with empathy and compassion
  • Complete all required training & certification exams
  • Review intake sheet/tax documents with participants & prepare tax returns using our software
  • Complete the close out process for finished returns
  • Communicate with participants about their tax return, answer questions, and arrange for client
    to bring in additional information, if necessary
  • Qualifications/Requirements:

  • Ability to have empathy for others and provide top-notch customer service
  • Attend required in-person training & pass IRS Ethics & Basic certification tests
  • Additional certification at the Advanced Level and HSA 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
  • Must be 18 or older
  • Supervisor: Site Coordinator. All returns will be independently reviewed, so you are not working alone and help is available when you need it!

    For more information, please fill out this short form and we'll contact you.

    https://unitedwayofwashtenawcounty.formstack.com/forms/vita_volunteer_interest_form
    General requirements

    REQUIREMENTS

  • Must be at least 16
  • Orientation or Training
  • Minimum of four 3.5 hour shifts between Feb-April
  • Attendance at three 3-hour training sessions required for new volunteers. (Various dates inDec & Jan, registration required): VITA 101, Federal Tax Training, Michigan Tax TrainingApproximately 4-12 hours of self-study and exam completion required
  • Category
    Employment