United Way of Washtenaw County
VITA Intake & Exit Specialist
Company: United Way of Washtenaw County
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Location: 2305 Platt Rd, Ann Arbor, MI, 48104
Project Details

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

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.

VITA Intake & Exit Specialist Duties:

  • Provide top-notch customer service with empathy and compassion
  • Greet participants and help them feel at-ease
  • Manage intake and exit process
  • Check that participants have required documents to start return
  • Assist participants with scheduling or re-scheduling appointments
  • Serve as liaison with Site Coordinator to determine clinic capacity for walk-ins, or other
    participant issues/questions that arise at Intake
  • Conduct "scan & go" intake procedure for walk-ins that we are unable to serve
  • Location: United Way of Washtenaw County, 2305 Platt Rd, Ann Arbor

    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:

    * Attendance at VITA 101 3-hr training session required. (Various dates in Dec & Jan,
    registration required)
    * Approximately 1 hour of self-study and completion of Volunteer Standards of Conduct
    certification exam required.
    * Minimum of four 3.5 hour shifts between the first week of February through early April
    * Shifts are available on Tuesdays & Thursdays, 5-8:30pm and Saturdays 9:45am-1pm or
    12:45-4pm

    Qualifications/Requirements:

  • Ability to have empathy for others and provide top-notch customer service
  • Attend required in-person training & pass IRS Ethics certification exam
  • Ability to accurately follow written instructions
  • Competency with the use of computers and copier, or willingness to learn
  • Must be 16 or older.
  • Training and Certifications Needed:

  • Attendance at VITA 101 3-hr training session required. (Various dates in Dec & Jan,
    registration required)
  • Approximately 1 hour of self-study and completion of Volunteer Standards of Conduct
    certification exam required.
  • Minimum of four 3.5 hour shifts between the first week of February through early April
  • Shifts are available on Tuesdays & Thursdays, 5-8:30pm and Saturdays 9:45am-1pm or
    12:45-4pm
  • For more information, please fill out this short form and we'll contact you.
    General requirements

    REQUIREMENTS

  • Must be at least 16
  • Orientation or Training
  • Minimum of four 3.5 hour shifts between Feb-April
  • Attendance at VITA 101 3-hr training session required. (Various dates in Dec & Jan,registration required)Approximately 1 hour of self-study and completion of Volunteer Standards of Conductcertification exam required.
  • Category
    Employment
    Skills Area
    Office Reception
    Administrative Support