TAX PREP THE UNITED WAY!

Volunteer to impact your community. 

All NEW 2020 Program Features:

*Flexible evening & weekend hours

*Training Online at your convenience

*All training materials provided

*January through April commitment 

Admission
Specialist

Tax Preparer / Quality Reviewer

Site
Coordinator

Certification Necessary:

  • Volunteer standards of conduct
  • Intake interview

Responsibilities:

  • Provide customer service
  • Scan and electronically transfer tax documents
  • Assist with work flow and phone calls
  • Conduct interviews with taxpayers for accurate intake and/or quality review procedures
  • Ensure taxpayer has the necessary documentation (based on intake forms) to effectively prepare return and ensure all income, deductions, and allowable credits are claimed
  • Recognize tax returns that are out of scope for the program

 

Certification Necessary:

  • Volunteer standards of conduct
  • Intake interview
  • Tax law

Multiple levels of certification available!

Admission Specialist responsibilities are applicable for this position.

Responsibilities:

  • Prepare tax returns and conduct quality reviews based on information provided by the taxpayer

 

Certification Necessary:

  • Volunteer standards of conduct
  • Intake interview
  • Tax law
  • Site coordinator

Admission Specialist, Tax Preparer/Quality Review responsibilities are applicable for this position.

Responsibilities:

  • Office management role
  • Managing volunteer schedules, work flow and tax return queue
  • Electronically filing tax returns

 

 

Ready to Volunteer?

Questions? Contact Carman at 765.457.4357 ext. 305

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The United Way of Howard County fights for the health, education, and financial stability of every person in Howard and Tipton Counties.

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