Volunteer Tax Screener
New York City
- Organization: IRC - International Rescue Committee
- Location: New York City
- Grade: Volunteer - Volunteer
-
Occupational Groups:
- Accounting (Audit, Controlling)
- Economics
- Volunteerism
- Closing Date: Closed
Job Title: Volunteer Tax Screener
Sector: Economic Empowerment
Location: New York, NY (in Person)
Employment
Category: Volunteer
Start Date: Training Starts December 2023
Duration/Schedule: January-April 2023,
3-15 hours/week
BACKGROUND: The mission of the IRC is to help people whose lives and
livelihoods are shattered by conflict and disaster to survive, recover and gain
control of their future.
SCOPE OF WORK: The IRC’s Program
Quality and Innovation Unit assists offices which help newly arrived refugees
and other low-income individuals reach self-sufficiency by finding entry-level
employment and progress to living wage jobs; learn basic financial management
skills and build assets; start small businesses; and access Earned Income Tax
Credit. Under the supervision of the Tax Site Coordinator, Volunteer Tax
Screeners will ensure that taxpayers have all the necessary information and
documents required to complete a tax return. The program is offering services
to clients in IRC offices located in Phoenix, AZ; Denver, CO; Elizabeth, NJ; New York, NY; Dallas, TX; and
Salt Lake City, UT. The IRC’s goal is to assist 4,000 taxpayers in
preparing their returns in a safe, culturally and linguistically appropriate
manner.
COMMITMENT: January- April 2023 between
3-15 hours per week
RESPONSIBILITIES:
Refer taxpayers with ‘out-of-scope’ returns to a professional return preparer.
Complete all IRC and IRS mandated trainings and certifications, including the Standards of Conduct (VSC) certification and Basic level certification (IRC prefers certifying at the Advanced level).
Ensure the taxpayer has brought the required documents (e.g. valid photo identification, Social Security card(s), W-2, 1099, 1095, prior year’s return, etc.) for tax return completion. Give each taxpayer Form 13614-C and the Intake/Interview & Quality Review Sheet to complete.
Explain the site’s return preparation process to the taxpayer. Provide assistance in scanning and uploading necessary tax documents while also verifying taxpayer identification.
LEARNING OBJECTIVES:
1. The volunteer will learn how to effectively
coordinate VITA program
2. The volunteer will learn about providing
financial services to community members.
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