Volunteer Income Tax Assistance Clinic - VITA Welcome Specialist

VITA Welcome Specialist

Catholic Charities manages an IRS-sponsored Voluntary Income Tax Assistance (VITA) site. The site provides tax return preparation (at no cost) for low- and moderate-income families from February 1 through April 15.  

Welcome Specialists are the first people clients of VITA meet. Volunteers assist clients with uploading their tax documents and other personal information into IRS cloud-based software. Welcome Specialists will communicate with taxpayers to make sure all their documents have been sent to our VITA site. No tax expertise necessary!

Volunteers will be responsible for:

  • Communicating with taxpayers via phone and email. 
  • Uploading taxpayers' documents into an IRS cloud-based software
  • Ensuring that the documents received via email are legible
  • Communicating with other VITA staff and volunteers when the task is completed 

Qualifications:

  • Must be at least 18 years old 
  • Able to use the IRS Cloud-based tax software (The Catholic Charities VITA site provides training sessions on this software)
  • Pass a simple online IRS ethics exam

Desired Skills, Experiences, and Characteristics:

  • Clear verbal communication skills
  • Friendly attitude
  • Comfortable troubleshooting minor technology issues 

Volunteer Benefits:

  • Make a positive difference in the economic lives of the taxpayers you work with
  • The taxpayers who take advantage of the Catholic Charities VITA are always appreciative of the time and energy of volunteers
  • Volunteer remotely 

Volunteer Support:

  • Volunteers are supported by Catholic Charities staff, senior volunteers in the program, and professionals from the Columbus School of Law who provide training and administrate resources.  

Time Commitment:

  • Volunteers are required to attend a virtual training session.
  • The Virtual VITA site is open from February 1 – April 15. Volunteers are asked to commit 20 hours during this time frame. 

Next Steps:

  • Due Dec 31: Fill out an application 
  • December: Hear from staff about training schedule for January
  • January: Attend trainings for VITA clinic
  • February 1: Begin volunteering!