Social Services

Tax Preparer: Volunteer Income Tax Assistance

Learn to prepare taxes and make a difference at the same time. Help your community in preparing taxes free of charge as a volunteer with the Volunteer Income Tax Assistance (VITA) Program.
Dec 15, 2017
3.5 Hours
5 Needed
Volunteers Who Stepped Up
  • Alexandria Newman
  • Angela  Adair
  • Lihong Shi
  • Margaret Elizondo
  • Minh-Chi Hoang
  • Zhiyun Ye

More Details

Position Summary: Learn to prepare taxes and make a difference at the same time. Help your community in preparing taxes free of charge as a volunteer with the Volunteer Income Tax Assistance (VITA) Program. Goodwill Industries of Dallas has the second largest VITA program in the Dallas area, returning thousands of dollars to working families through qualifying tax credits and deductions.


Duties and Responsibilities:


1. Escort tax clients from Goodwill lobby to tax preparation room.

 

2. Assist clients through tax return software in one-on-one consultations. Prepare basic tax returns, including tax deductions and credits that benefit eligible taxpayers. These include credits such as the Earned Income Tax Credit, Child Tax Credit and Credit for the Elderly.

 

3. Answer client questions on tax returns based on knowledge preparing tax forms in IRS training. Assist clients with follow up appointments for tax returns.


4. Complete IRS Tax Preparation Certification.  This can be don online or, you may attend our in-person class to be held in January.  


5. Provide additional follow-up support and communication as requested by Asset Growth Manager.

 

6. Pass the Goodwill Dallas background check process and maintain the highest level of ethics and responsibility in managing the personal information of clients.


Education and Experience: high school diploma or GED


  • Intermediate to advanced proficiency in computer skills

  • Strong professional and interpersonal communication skills

  • Proficient in English; bilingual (Spanish) a plus

  • Teaching, workplace training or mentoring background recommended

 

For more information, visit: https://www.irs.gov/uac/Newsroom/Seven-Good-Reasons-Why-You-Should-Become-a-Tax-Volunteer

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