Greeter
Purpose
Sponsored by the Internal Revenue Service (IRS), VITA provides free income tax preparation assistance to individuals and families with a household income of $67,000 a year or less. In addition to providing free tax preparation, VITA works to ensure everyone in the community receives all of the tax credits and deductions for which they are eligible, with the goal being to help more individuals and families achieve greater financial stability through free tax preparation services.
Volunteer Responsibilities
VITA Greeters create an organized and pleasant environment in preparation centers. The position requires organization, professional interactions with other volunteers and clients, and the application of high ethical standards and adherence to Internal Revenue Service policies, procedures, and guidelines.
Additional responsibilities include:
• Complete all IRS training and certification requirements
• Provide taxpayers with intake forms.
• Ensure the taxpayer has brought photo ID and social security cards.
• Refer taxpayers to Tax Preparers or Site Coordinators for tax questions.
• Ensure compliance with all IRS and VITA program guidelines
Staff Liaison
VITA Program Associate & VITA Program Site Coordinator
Training
Greeter orientation and training will occur in mid-November- January (approx. 2 hours total) followed by the completion of the online certification for Volunteer Standards of Conduct (approx. 20 minutes total).
Length of Commitment
Volunteer opportunities will begin late January through the tax season deadline in April. Volunteers are expected to commit to one four-hour shift over the course of the tax, there is a good amount of flexibility on when volunteers serve. Volunteers will select shifts based on their availability using the online scheduling system.
Preferred Experience and/or Skills
• Strong communication skills
• Ability to work well with diverse populations
Benefits
• Gain a valuable and marketable skill set
• Make new friends and build your professional network! This is a great opportunity to meet other people in our community who are dedicated to helping others
• Satisfaction of knowing that you had a direct impact on our community
• Build your resume by learning soft skills, working with clients and serving the community
• United Way may provide letters of recommendation for your service
Mission Statement
We bring together the people, ideas and resources to lead with our communities and create a flourishing, equitable life for everyone.
