Join our Team

Thank you for your interest in providing high quality, free tax preparation and financial guidance to central Ohio families.  Volunteers like you are crucial to our success.

Here's how to get involved:


Tax Preparer Position Description

Purpose of position:

Provide FREE tax return preparation assistance to taxpayers in the community with the goal of creating increased financial stability.

Length of Commitment:

January 31 through April 18: During tax season, volunteer at times that fit your needs. We ask that you commit to a minimum of 5 sessions (usually four hours each).

Qualifications:
  • The ability to listen, ask informed questions, and help clients accurately prepare their returns.
  • The ability to demonstrate enthusiasm, initiative, flexibility, and empathy.
  • The ability to work with diverse groups of individuals from various socio-economic backgrounds.
  • Training is provided for all volunteers so familiarity preparing taxes is not necessary. 
Benefits:
  • You will help people take a first step toward financial stability while enhancing your résumé with valuable experience.
  • You will also be able to apply classroom learning to real-world situations and utilize abilities like second language skills.
  • You will strengthen your relationship with fellow volunteers and with your local community. An hour of your time can help local families begin their journeys toward financial stability. 
  • Attorneys, certified public accountants, certified financial planners, and enrolled agents are eligible for up to 18 continuing education credits by serving as a VITA volunteer
Support & Training:
  • January: Attend tax law and software training. Multiple training sessions will be held at different times throughout the month.
  • January: Become certified by the IRS to prepare tax returns.
Responsibilities:
  • Review and complete intake forms with clients.
  • Prepare tax returns at site of your choice.
  • Counsel clients about tax issues such as filing status and eligibility for credits.
  • Depending on training and experience, prepare special returns such as back-year, schedule C, or amended returns
  • Work with Site Coordinators to address any issues or questions.

Site Coordinator Position Description

Purpose of position: 

Site Coordinators are responsible for the overall management of a Coalition-sponsored VITA site. Site Coordinators provide support and guidance to volunteer staff that prepare and file electronic tax returns for eligible clients. Additionally, Site Coordinators ensure that returns are transmitted in a timely manner and that rejected returns are handled promptly.

Responsibilities

Site Coordinators oversee the everyday operations of a Coalition VITA site. Specifically, Site Coordinators will:
  • Assure accurate preparation and prompt filing of tax returns through supervision of volunteers.
  • Provide a positive and professional experience for volunteers.
  • Ensure that volunteers have met IRS certification requirements and have a Volunteer Information Sheet on-file with the Coalition.
  • Complete required administrative documents and regularly communicate with the Coalition’s staff support regarding issues, concerns or problems.
Scope of Commitment

In order for the Coalition to provide high-quality tax preparation services, Site Coordinators must make the following commitments:
  • Become certified to prepare tax returns prior to the tax filing season, either by attending a Coalition-sponsored training or completing Link & Learn online
  • Prepare the VITA site for volunteers and clients
  • Open and close a Coalition-sponsored VITA site from late January to mid April, volunteering for as many as 8 hours per week
Qualifications
  • Positive attitude
  • Ability to volunteer between January and April
  • Works well with diverse populations of clients and volunteers
  • Past experience preparing tax returns
  • Knowledgeable of professional tax preparation software such as TaxWise
  • Strong verbal communication skills
  • Working knowledge of the Internal Revenue Service Code, particularly in areas that affect low wage workers
To sign up to be a site coordinator, or to learn more about the position, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Intake Specialist Position Description

Purpose of position:

Intake volunteers keep the tax site flowing smoothly by greeting clients as they come in, ensuring that they have the necessary paperwork and documents, and pairing them with tax preparers as they become available.

Responsibilities:
  • Greet clients as they arrive at the VITA site.
  • Maintain a sign-in sheet.
  • Check to make sure that they have the necessary paperwork to file a return.
  • Occasionally, intake staff help by calling taxpayers to remind them of their upcoming appointments.

Scope of Commitment:

In order for the Coalition to provide high-quality tax preparation services, Intake Specialists must make the following commitments:
  • Complete a brief Volunteer Standards of Conduct training and certification online before volunteering.
  • Have the ability to volunteer between January and April

Qualifications:
  • Positive attitude
  • Works well with diverse populations of clients and volunteers
  • Strong verbal communication skills



 

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