Basic Tax Preparer

Our entry-level tax preparers typically consist of first-year volunteers who may have limited or no prior experience with tax law. We offer comprehensive training in tax law and software utilization. You will have ongoing access to various resources, such as written guides, checklists, and guidance from experienced preparers on-site.

Your responsibilities will involve engaging with taxpayers during intake, ensuring a friendly and welcoming atmosphere that makes each taxpayer feel valued. Basic preparers are responsible for gathering all necessary documentation before the taxpayer departs the site. Subsequently, you will scan the taxpayer's paperwork and input essential information into our software, all with the ultimate aim of delivering exceptional customer service.

When not assisting walk-in clients, you will be involved in preparing basic tax returns and assisting with phone inquiries.

Our annual IRS certification training covers a range of topics, including the operation of our LTM VITA sites, training in Volunteer Standards of Conduct, Intake/Interview procedures, Quality Review standards, and fundamental tax law principles.