Volunteer Tax Preparer

This position is important to meet the demand of free tax preparation in the community. You should be comfortable with data entry, reviewing documents before entering data, maintaining accuracy and attention to detail.
Special Requirements:
1. This position does not require direct client interaction.
2. Attend Tax Volunteer Orientation in January 2027 (Date TBD).
3.Complete Volunteer Standards of Conduct training online or in-person (one hour) and pass Volunteer Standards of Conduct test.
4. Complete Intake/Interview & Quality Review Training online or in-person (one hour) and pass test.
5. Complete IRS tax law training and tax preparation system training (12+ hours-training is provided online (at your own pace) or in-person (as scheduled).
6. Certify at BASIC level prior to certification deadline (January 13, 2027).
Duties:
1. Sign in and Sign Out to record volunteer hours;
2. Review Quality Alert Notebook for Tax Law updates;
3. Follow all IRS regulations and requirements;
4. Prior to beginning the tax preparation process, verify taxpayer file contains all required documentation and taxpayer is income-eligible;
5. Prepare taxpayer federal and state tax returns using IRS system-TaxSlayer-by entering taxpayer data from documentation and IRS Intake forms;
6. Use only “IRS resources” for tax-related questions;
7. Keep all taxpayer documentation confidential and safe in each Taxpayer Envelope.
NOTE: All tax returns are double-checked for accuracy (by Financial Services Director or VITA Quality Reviewer) prior to printing the taxpayer’s tax return. The taxpayer will review each printed tax return and sign. A signed tax return gives TAP’s Site Director permission to E-FILE the tax return to the IRS.