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Tax Preparer Job Description
This is a seasonal position (January - April)
The volunteer Tax Preparer helps qualified working families prepare their Federal and State tax returns, using an interview-based software program, with the objective of ensuring that all eligible families apply for and receive the Earned Income Tax Credit and the Child Tax Credit.
Responsibilities:
• Prepares tax returns for taxpayers who qualify for VITA assistance. Tax
returns are typically a simple 1040 or 1040-EZ
• Answers basic taxpayer questions and refers taxpayers for additional
assistance as necessary.
Qualifications:
• Be at least 18 years of age.
• Complete and pass "Basic" level IRS training certification and test
(approx 8 hours).
• Strong computer skills.
• Strong interpersonal and communication skills.
• Attention to detail.
• Ability to be flexible with volunteer hours (availability is on weekdays,
weeknights, and weekends).
• Ability to volunteer a minimum of 16 hours during the tax season
(January 17 - April 17).