RESPONSIBLE TO: Director of Economic Empowerment
BASIC FUNCTION: To provide program support to the Volunteer Income Tax Assistance (VITA) program. This may include preparation of tax returns, scheduling of appointments and greeting/checking in of clients. The intern must be committed to provide high quality service and uphold the highest of ethical standards in order to establish and ensure the greatest degree of public trust. This internship would only be for the Spring Semester only.
- Attend in-person tax law training or complete up to 40 hours of online self-study preparation, including the use of electronic filing software and obtain certification.
- Provide high-quality assistance to all customers. Directly prepare customer’s return based on information provided by the customer or having the customer answer tax related questions.
- Interview customer to determine if all income, deductions and allowable credits are claimed.
- Prepare only those tax returns for which training and certification were provided.
- Prepare tax returns using electronic filing software.
- Refer customers with complex returns to Site Coordinator for referral to IRS website or help number.
- Ensure no compensation of any kind is accepted for the volunteer services provided.
- Maintain confidentiality of customer information.
- Ensure on-site quality review is performed on completed returns prior to being returned to customer.
- Ensure a copy of the completed return is provided to the customer.
- Retrieve phone messages from the VITA tax hotline.
- Screen callers and schedule appointments per services needed
- Develop a log or check sheet to sign in customers needing assistance.
- Greet all customers to create a pleasant atmosphere.
- Perform the screening process for all customers.
- Survey customers to determine the type of assistance they will need and the tax forms required to complete their tax return.
- Ensure the customer has brought the necessary information to complete the tax return, e.g. W-2, 1099’s, last years’ return, etc.
- Available to consistently work 4 to 6 hours per week mid-January through April: Tuesday evenings 5 to 9 pm, Wednesday and Thursday evenings 5 to 8 pm, and one Saturday in February or March, from 9 am to 1 pm.
- Available to attend tax preparation trainings in November and December and successfully pas the IRS Certification prior to the start of tax preparation season.
- Possess intermediate computer skills and tax knowledge, i.e., Form 1040 and all supporting schedules
- Possess the ability to perform tasks completely and accurately and the ability to work independently and as a part of a team.
- Embraces and exhibits conduct consistent with the mission and values of LifeBridge Community Services.
- A sensitivity to the population that we serve.
- Possess the ability to interact with the public in a helpful and supportive manner and with a wide variety of clients.
- Friendly, dependable and flexible.