Volunteer Tax Screener

SCOPE OF WORK: The IRC's Program Quality and Innovation Unit assists offices which help newly arrived refugees and other low-income individuals reach self-sufficiency by finding entry-level employment and progress to living wage jobs; learn basic financial management skills and build assets; start small businesses; and access Earned Income Tax Credit. Under the supervision of the Tax Site Coordinator, Volunteer Tax Screeners will ensure that taxpayers have all the necessary information and documents required to complete a tax return. The program is offering services to clients in IRC offices located in Phoenix, AZ; Denver, CO; Elizabeth, NJ; New York, NY; Dallas, TX; and Salt Lake City, UT. The IRC's goal is to assist 4,000 taxpayers in preparing their returns in a safe, and linguistically appropriate manner.

COMMITMENT: January- April 2023 between 3-15 hours per week

RESPONSIBILITIES:

• Refer taxpayers with "out of scope" returns to a professional return preparer.
• Complete all IRC and IRS mandated trainings and certifications, including the Standards of Conduct (VSC) certification and Basic level certification (IRC prefers certifying at the Advanced level.)
• Ensure the taxpayer has brought the required documents (e.g. valid photo identification, Social Security card(s), W-2, 1099, 1095, prior years return, etc.) for tax completion. Give each taxpayer Form 13614-C and Intake/Interview & Quality Review Sheet to complete
• Explain the site's return preparation process to the taxpayer. Provide assistance in scanning and uploading necessary tax documents while also verifying taxpayer identification.

LEARNING OBJECTIVES:

1. The volunteer will learn how to effectively coordinate VITA program

2. The volunteer will learn about providing financial services to community members.

REQUIREMENTS:

• High school diploma required. Students studying finance, accounting or a related field preferred.
• No previous experience as a VITA volunteer required- IRC will provide the required training for the program per IRC's and the IRS's policies.
• Excellent customer service skills, including experience working with a diverse client base
• Strong organizational skills and high level of attention to detail
• High level of computer literacy
• High level of comfort and effectiveness in working with multi-cultural and multi-disciplinary teams
• Strong commitment to economic empowerment of low-income and underserved populations
• Go through an IRC Background check

WORKING ENVIRONMENT:

• Position will require travel to IRC office or other tax preparation location. Standard professional office environment
• Some evening and weekend work hours will be required
• If working virtually, home internet and personal computer/laptop required

This position reports to the Tax Site Coordinator and local Financial Capabilities Staff.

This is an unpaid volunteer position. No financial compensation, including compensation for relocation, is available.

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