Tax Preparer

Why volunteer at a free tax site?  

• Make a real difference by helping individuals and families in your community. 
• Receive free training in tax law—no experience needed. 
• Build valuable skills for your resume. 
• Enjoy flexible hours that fit your schedule. 
• Complete service requirements for a class or degree.  

Summary of Position: Complete federal and state tax returns using tax software. Interview and respond to tax questions.  

Responsibilities 

• Provide accurate, high-quality tax preparation services to all eligible taxpayers. 
• Review all tax documents and supporting information thoroughly for completeness and accuracy. 
• Conduct in-depth interviews with taxpayers using IRS Form 13614-C, Intake/Interview and Quality Review Sheet. 
• Engage taxpayers throughout the interview and preparation process to ensure clear understanding and accurate reporting. 

Skills 

• Strong interpersonal skills. Able to communicate effectively with individuals from diverse backgrounds and varying levels of tax knowledge. 
• Basic computer skills and familiarity with income tax preparation (training provided). 
• Able to maintain confidentiality and handle sensitive taxpayer information with discretion.