Volunteer Tax Preparer

Job Description

Job Description

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