VITA Tax Preparer

Position Summary
Tax Preparers provide free federal and state income tax return preparation for eligible taxpayers using IRS-approved software.
Primary Responsibilities
Interview taxpayers to gather tax information.
Prepare accurate federal and state income tax returns.
Explain tax return information to taxpayers.
Electronically file completed tax returns.
Protect taxpayer confidentiality.
Follow IRS quality standards and ethical guidelines.
Requirements & Training
Successfully complete IRS tax law certification.
Complete training on electronic tax preparation software.
Successfully complete IRS Site coordinator certification.
Maintain certification annually.
Demonstrate attention to detail and excellent customer service
Tax Preparer
Will complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.
The official online training platform for the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs is available at https://apps.irs.gov/app/vita/. This self-paced e-learning portal provides all required tax law instruction, certification tests, and reference materials needed to become an IRS-certified volunteer.

Minimum age: 18.