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Volunteer Income Tax Assistance (VITA) Program: Tax Preparer Volunteer

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ORGANIZATION: Community Action Marin

Purpose:
The tax preparer volunteer will interview taxpayers using the IRS intake form and provide free tax return preparation services to eligible taxpayers.
Agency Contact:
* For more information or to apply contact Volunteer Services volunteer@camarin.org
Responsibilities and Duties:
* Provide quality tax return preparation services to taxpayers who qualify for assistance.
* Enter tax information into the appropriate software, obtain E-file authorization, and prepare taxes within certification level and within the scope of the VITA program.
* Adhere to IRS Quality Site Requirements, including maintaining taxpayer privacy and confidentiality standards, and code of conduct.
* Interview taxpayers virtually and/or in person and utilize available resources to assist taxpayers.
* Communicate with individuals in a respectful manner and responsive approach to different beliefs and practices, sexual orientations, disabilities, gender identities, ages, cultural preferences, language needs, and other state and federal and protected state statues.
* Attend and obtain tax law certification and any additional IRS training certifications.
* Observe taxes being prepared before working directly with taxpayers.
Time Commitment:
* Online training program to be completed prior to January 2025.
* 4 hours/day each week from January to April 2025.
Required Skills and Qualifications:
Skills:
* Complete all IRS training requirements: Volunteer Standards of Conduct, Intake/Interview and Quality Review, the Volunteer Certification System, and the Tax Law Certification.
* Ability to engage with the public in a positive and productive way.
* Provide necessary support to the VITA team with dedication to the Agency’s mission and vision.
* Strong written and verbal communication skills.
* Computer literate: Microsoft Office, IRS approved applications and software, and Windows operating systems.
Qualifications:
* Maintain and/or obtain tax law certification.
* Proficient in English; and proficiency in Spanish desired.
* Desire to develop and expand knowledge of tax preparation services.
* Adapt well to a dynamic, fast-paced environment and work effectively with a team.
* Tax experience not required.
Volunteer Benefits:
* Assist community members with filing income taxes and receiving tax credits and deductions where they meet qualifications.
* Assist Community Action Marin with their mission of "whole-family approach".
* Agency provides laptops.
* Free IRS Certified Training.
* Potential to obtain up to 14 credits of Continuing Education.
* Letters of reference (volunteers with long-term commitments).
Location:
* Community Action Marin Main Office: 555 Northgate Drive, San Rafael
Reasonable Accommodations:
This opportunity may involve physical demands (e.g., climbing stairs, carrying, lifting etc.) as these actions are essential to the role. Reasonable accommodations may be provided for individuals with disabilities to perform essential functions

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About Community Action Marin

Location:

555 Northgate Drive, Suite 201, San Rafael, CA 94903, US

Mission Statement

Our Vision: All of us in Marin have an equal opportunity to live our lives with dignity and respect. Mission: We make it possible for people to achieve well-being by providing the education, mental health, and vital services they need. Together, we break down the barriers that get in the way of fair and lasting change in service to better outcomes for all. Promise: Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community, and we are dedicated to helping people help themselves and each other. What We Do: We strive to improve stability, quality of life and community connection through a variety of different social services that provide the foundation to develop and sustain life skills. Our programs support clients through financial management, career coaching, free and affordable child care support, energy assistance, better nutrition, advocacy and support for families living with mental illness and overall pathways to self-sufficiency for those of low-income living in Marin. Our services are unique and broad and we are available to provide a sense of relief and guidance to our clients and have designed our services to address their needs holistically and personally. Community Action Marin's programs include: BASIC HUMAN NEEDS: Emergency Family Needs Fund, Low-Income Energy Assistance Program (LIHEAP) EARLY CHILDHOOD & FAMILY DEVELOPMENT: Head Start and Early Head Start, Marin Community Child Development Centers for families of low income FINANCIAL EDUCATION & TAX PREPARATION: Sparkpoint Marin financial, budgeting, and career coaching, Volunteer Income Tax Assistance Homeless Outreach Team and housing supportive services Each program offers volunteer and employment opportunities geared toward specific program needs. Email us today and let us know how you want to get involved: volunteer@camarin.org

Description

OUR VISION: All of us in Marin have an equal opportunity to live our lives with dignity and respect.

PROMISE: Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community, and we are dedicated to helping people help themselves and each other.

What We Do:

We strive to improve stability, quality of life and community connection through a variety of different social services that provide the foundation to develop and sustain life skills. Our programs support clients through financial management, career coaching, free and affordable child care support, energy assistance, better nutrition, advocacy and support for families living with mental illness and overall pathways to self-sufficiency for those of low-income living in Marin. Our services are unique and broad and we are available to provide a sense of relief and guidance to our clients and have designed our services to address their needs holistically and personally. Community Action Marin's programs include:

    • BASIC HUMAN NEEDS
    • EARLY CHILDHOOD & FAMILY DEVELOPMENT
    • FINANCIAL EDUCATION & TAX PREPARATION
    • MENTAL HEALTH
    • CARE: Homeless Outreach Team

CAUSE AREAS

Community
Community

WHEN

Sun Dec 01, 2024 - Fri Feb 28, 2025

WHERE

555 Northgate Drive, Suite 201San Rafael, CA 94903

(38.000587,-122.54391)
 

SKILLS

  • Administrative Support
  • Customer Service
  • Data Entry
  • Basic Computer Skills
  • Microsoft Office Suite
  • People Skills

GOOD FOR

N/A

REQUIREMENTS

  • Background Check
  • Must be at least 18
  • Orientation or Training
  • Online Training Complete January 2025; 4 hours/week January - April 2025

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