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This remote position is ideal for volunteers who live outside the area or are unable to work on-site. After training, virtual preparers work independently, preparing basic returns, with mentors available for support.

We offer training in tax law, software usage, and site procedures for return preparation.  

Greeter

A warm welcome is the most important part of this role. Greeters manage the waiting area, provide taxpayers with required forms, and connect taxpayers with the next available tax preparer.

While simple, this position plays a key role in delivering outstanding customer service and creating a positive experience for every taxpayer.

No tax knowledge is required; volunteers only need to complete a brief Volunteer Standards of Conduct quiz.

This flexible role is primarily performed from home by assisting with three-way phone calls between volunteers and Spanish-speaking taxpayers. Those who prefer to volunteer on-site may also serve as both a Greeter and Interpreter.

Bilingual interpreters help us provide accurate, high-quality service to Spanish-speaking taxpayers. Fluency in both English and Spanish is required, along with completion of a brief Volunteer Standards of Conduct quiz.

Our Coatesville Data Entry Starter role is ideal for individuals who want to get involved without learning tax law. Starters enter basic taxpayer information into software to begin the return process, helping our intake team work more efficiently. All training is provided.

Requirements:

• Available to work at the Coatesville site during weekdays
• Choose the hours that fit your schedule

This is a great short-term opportunity to support your community.

This basic tax preparer role is ideal for first-year volunteers. We provide comprehensive training in tax law, software, IRS certification requirements, and site procedures, along with ongoing support from mentors, experienced preparers, guides, and checklists.

Basic Tax Preparers assist taxpayers during intake, gather required documents, scan paperwork, and help prepare basic tax returns. Above all, they play an important role in providing excellent customer service to every taxpayer.

Advanced Tax Preparers are experienced volunteers who have successfully completed one or more seasons as Basic Preparers with us. We provide training in advanced tax law, quality review, software use, and IRS certification requirements.

Responsibilities include assisting taxpayers, gathering and reviewing documentation, preparing advanced tax returns, and conducting quality reviews of returns prepared by others. Advanced Preparers play a key role in ensuring accurate returns and outstanding customer service.

Site Coordinators are experienced volunteers willing to shadow a current coordinator to learn the day-to-day operation of a VITA site.

Responsibilities include opening and closing the site, managing phone calls, assisting volunteers with tax law and software questions, preparing and reviewing returns, and ensuring smooth site operations. They also serve as the primary contact during IRS site visits or reviews.

This role can be as little as a few days each season or a regular weekly commitment during the 12-week tax season. Some coordinators fill in as needed, while others take on a larger leadership role. The level of involvement is up to you.

As the volunteer position with the greatest responsibility, Site Coordinators receive a stipend.