Volunteer Tax Preparer

Position: Volunteer Tax Preparer

Position Summary

Assist individuals and families with preparing and filing federal and state income tax returns through a community tax assistance program. Volunteers help taxpayers understand their tax returns, identify eligible credits and deductions, and ensure returns are prepared accurately and confidentially.

Key Responsibilities

• Prepare basic federal and state income tax returns for eligible taxpayers.
• Interview taxpayers and gather required tax documents and information.
• Enter taxpayer information accurately into approved tax preparation software.
• Identify applicable tax credits and deductions.
• Review completed returns for accuracy and completeness.
• Explain tax return results and basic tax information to taxpayers.
• Maintain strict confidentiality of taxpayer information.
• Follow IRS, state, and program policies and procedures.
• Participate in required training and certification.
• Provide friendly, respectful, and professional customer service.

Qualifications

• Basic knowledge of federal and state income taxes preferred.
• Comfortable working with computers and learning tax preparation software.
• Strong attention to detail and accuracy.
• Good communication and interpersonal skills.
• Ability to handle confidential information responsibly.
• No prior professional tax experience may be required, depending on the program; training is typically provided.

Work Environment

Volunteer position serving community members through an organized tax assistance program. May involve working independently as well as with other volunteers and program staff.

Typical Skills

Tax preparation • Customer service • Data entry • Computer skills • Attention to detail • Confidentiality • Communication • Problem-solving