A VITA Volunteer helps the community by preparing taxes free of charge with volunteer income tax assistance or tax counseling for the elderly programs. A well-written VITA Volunteer Resume mentions the following core duties – receiving training to provide free tax help for the low to moderate-income families who require assistance in income tax returns preparation, determining the requirements of the taxpayers, ensuring all necessary documents are complete for filing tax returns; assisting in such a manner that no problems arise in the future due to tax returns or filling, and ensuring the taxpayers get top-class service.
While the duties vary drastically based on the type of role the volunteer undertakes, the needed skills are common everywhere and include the following – tax knowledge, excellent organization, and leadership skills; thorough knowledge of electronic filing software,
Summary : VITA Volunteer is Ensuring rejected returns are either corrected or the taxpayer is contacted. Ensuring that a quality review is conducted on each return prepared by volunteer tax preparers. Promoting the VITA program throughout the community, including radio, television, and print. Maintaining accurate records of volunteer certifications and volunteer hours. Compiling post-season reports for end-of-season wrap-up and evaluation.
Skills : Microsoft, Quickbooks, Data Entry, Social Media, Outlook, Interpersonal , Networking.
Description :
Income Tax Assistance Provided excellent customer service.
Scheduled appointments for customers and answered inquiries.
Prepared Income taxes.
Answered multiple phone lines and transferred to proper location.
Translated for Spanish speakers.
Received and sent emails to workers regarding customers.
Greeted customers.
Experience
10+ Years
Level
Senior
Education
Associate's
VITA Volunteer Resume
Summary : VITA Volunteer with 9 years of experience in Leading overall Free Tax Help program design, implementation, strategic planning and program growth. Effectively leading the implementation of free tax preparation assistance in United Way Bay Areas eight Bay Area counties, continuing to position UWBA as a leader in the VITA/EITC field. Serving as a broker with Internal Revenue Service (IRS) to plan volunteer training, implement quality assurance procedures, monitoring site performance, and planning for coalition needs.
Skills : MS Word Certified, Typing 85+ WPM, Budgeting, Composing Documents, Managing Projects.
Description :
Completed approximately 20-25 hours of training in tax preparation of basic 1040 tax forms.
Learned new computer software and was tested on my proficiency in the tax code prior to beginning my volunteer service.
Assisted 5 community members per volunteer session, saving them time, money and unnecessary headaches.
Used Basic understand of tax code and preparation.
Site Coordinator Provided high-quality assistance to all taxpayers.
Prepared taxpayer's return based on information provided by the tax payer or answer tax related questions.
Prepared tax returns using IRS-provided software.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Music
VITA Volunteer Resume
Summary : Major strengths include organization, office systems, and attention to detail. Working independently, learn new applications, and contribute quickly. Innovative thinker that is eager to take responsibility and tackle challenging assignments. Focusing and flexible individual with strong communication and analytical skills.
Skills : MS Office, MS Word Certified, Typing 85+ WPM, Budgeting, Composing Documents, Managing Projects.
Description :
Completed approximately 20-25 hours of training in tax preparation of basic 1040 tax forms.
Learned new computer software and was tested on my proficiency in the tax code prior to beginning my volunteer service.
Assisted 5 community members per volunteer session, saving them time, money and unnecessary headaches.
Many were newly employed and hadn't prepared tax forms before, or senior citizens needing assistant who were unable to pay a CPA or H&R Block to prepare their taxes.
Found satisfaction in providing them with a service that was relatively easy for me to provide but so meaningful to them.
Used Basic understand of tax code and preparation.
Prepared about 350 individual income tax returns for low and moderate income community members 9 hours per week during tax season while taking 21.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Music
VITA Volunteer Resume
Summary : VITA Volunteer is Exploring how to employ VITA services to rural and historically underserved priority populations. Streamlining NEKCAs VITA case management and documentation. Recruiting volunteers and schedules volunteers for the site. Ensuring that VITA site is open as scheduled and ensures adequate volunteer coverage, supplies, tax materials, and equipment is maintained. Ensuring that all tax returns are electronically filed with the IRS in a timely manner and that acknowledgements are reviewed.
Skills : Nonprofit And Teaching Expireience.
Description :
Provided light-touch case management for all applications, following up with applicants to ensure that respective applications and required documentation are submitted and informing clients about their application status.
Assisted clients in resolving problems, answering questions about their benefits, and when needed, advocate on behalf of clients with the appropriate public agencies and service providers.
Conducted a Single Stop Quick Screening and/or Enrollment at community events and tax sites to provide the person with information as to whether they qualify for federal/state benefits, such as food and nutrition programs (SNAP, WIC) and health insurance (CHIP, Medicaid).
Represented United Way of Greater Mercer County (UWGMC) in community meetings to maintain a presence/voice in the community.
Assisted in exploring partnerships with faith-based groups, community organizations, Trenton schools and other stakeholders to increase awareness and participation in the Community.
Benefits Programmed and other UWGMC community impact programs.
Gave each taxpayer Form 13614-C and the Intake/Interview & Quality Review Sheet to complete.
Experience
7-10 Years
Level
Management
Education
BA In Political Science
VITA Volunteer Resume
Headline : VITA Volunteer with 6 years of experience in Demonstrating competency in all six areas of NEKCAs Core Values. Demonstrating respect for all NEKCA clients, the choices they make and the challenges they face. Maintaining detailed knowledge of VITA program, grant, and other funding agreements to provide effective guidance to the outreach and other agency staff for meeting the obligations of each award. Utilizing MyCap, and other data systems to ensure accuracy, efficiency, and compliance with contractual agreements.
Skills : Planning, Staff Assistant.
Description :
Created a welcoming atmosphere for tax customers and volunteers; responsible for all aspects of customer service.
Provided respectful and comfortable environment for volunteers and clients.
Supported Site Manager/Coordinator in the management and operation of the tax site.
Obtained proficiency in the tax processing software used for tax preparation at the tax sites.
Supported the site manager in the tax site set up process in the beginning of the tax season, including designing client flow, physical space and logistics Work with the site manager to ensure.
Supported all volunteers by providing tax assistance as required at the site.
Proactively managed volunteers in terms of scheduling and training at the site beyond tax preparation to include other aspects of the tax site operations (quality control; filing; screening customers etc.).
Experience
5-7 Years
Level
Executive
Education
BA In Political Science
VITA Volunteer Resume
Objective : VITA Volunteer is Providing professional, responsive and appreciative customer service to all donors, vendors and colleagues, respond and direct inquiries as appropriate under the supervision of the Area Director; Providing a variety of administrative support for the Merrimack County Region office, including but not limited to preparing training materials, ordering office supplies, mail distribution, assist in organizing meetings (in person or remotely).
Completed and successfully certified in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.
Prepared tax returns after being cleared by intake & Interview station.
Reviewed tax returns completed by fellow seasonal tax professionals and volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free.
Assisted volunteers and clients with questions accurately and in a timely fashion.
Assisted Site Coordinator with prompt transmittal of tax returns in accordance with IRS guidelines and Goodwill best practices.
Assisted Site Coordinator with timely resolution of rejected tax returns by contacting client by phone, meeting with them when they return, explaining the reason for the rejection, and patiently working with them to resolve and resubmit the return.
Informed clients about additional financial services offered by Goodwill and in the community.
Experience
2-5 Years
Level
Executive
Education
BA In Political Science
VITA Volunteer Resume
Objective : VITA Volunteer with 4 years of experience in Promoting the Earned Income Tax Credit and other tax benefits as part of year-round outreach efforts; Sitting in where appropriate on committees related to Asset Building, such as statewide and local asset building coalitions, and workforce development and social service collaboratives; Seeking new funding and monitor existing grant funding to support the ABS initiative.
Skills : Funding, Analyst.
Description :
Developed and maintained collaborative relationships with peers, colleagues, and all stakeholders.
Experienced managing a campaign, initiative or multi-faceted program including budgeting and funds management.
Possessed proven analytical abilities, excellent writing, and verbal skills.
Referred taxpayers with ‘out-of-scope’ returns to a professional return preparer.
Completed 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).
Explained the site’s return preparation process to the taxpayer.
Provided assistance in scanning and uploading necessary tax documents while also verifying taxpayer identification.
Experience
2-5 Years
Level
Executive
Education
BA In Political Science
VITA Volunteer Resume
Objective : VITA Volunteer is Establishing and maintaining productive relationships with clients, donors, volunteers and partner agencies; Coordinating financial education programs in collaboration with partners that will include logistics and presentations; Operations of the VITA (Volunteer Income Tax Assistance) program including site logistics, volunteer recruitment, assist in volunteer training and providing necessary documentation to IRS.
Demonstrated and encouraged a professional and positive attitude in all job-related activities.
Maintained confidentiality in accordance with standards as outline in the Statement of Confidentiality and Ethics.
Accomplished all work activities in a safe and timely manner within assigned guidelines and consistent with ATCAA’s Personnel Policies and Operating Procedures.
Reported and/or corrected deficiencies that constitute immediate threats to health and safety.
Completed other tasks as assigned by the supervisor which are consistent with the definition and intent of the job description.
Carried out supervisory responsibilities in accordance with ATCAA’s Personnel Policies. Responsibilities include training employees; planning, assigning, and reviewing work; problem solving.
Appraised performance, both formally and informally.
Experience
2-5 Years
Level
Executive
Education
GED
VITA Volunteer Resume
Objective : VITA Volunteer is Working with UWGMC staff, community partners/nonprofit organizations, and Single Stop program staff to use program performance data to drive improvements to the program design and implementation at each of the sites. Participating in all required trainings and meetings and maintain a strong and current expertise in public benefits eligibility, application, and enrollment, as well as community resources and tax services available at and near host sites county and statewide.
Skills : Program Designer, Tax Service Assistant.
Description :
Recruited, trained, supervised and assisted volunteers to accomplish all operational needs of the program.
Managed all media contacts, program presentations within the community, outreach and community meetings and events pertinent to the program.
Maintained and developed all partnerships necessary to the success of the Program including acting as liaison between ATCAA and community members, as well as developing relationships within the community for growth and promotion of the program.
Developed evaluation method to assess program strengths and identify areas for improvement.
Analyzed community needs as it relates to ATCAA’s mission and identify program development areas.
Programmed fund development and fiscal oversight with budget development and reporting for program sustainability.
Wrote and applied for funding through grant or other competitive funding sources as directed with emphasis on new funding opportunities.
Experience
2-5 Years
Level
Executive
Education
MS
VITA Volunteer Resume
Objective : To obtain a VITA Volunteer is Ensuring that all program outcomes are properly documented in an accurate and timely manner through Single Stops reporting system (other tools may be introduced). Ensuring that UWGMCs and Single Stops programmatic goals and individual targets, as they relate to outreach and application completion, are achieved.
Skills : Application Management, MS Office.
Description :
Oversaw and managed all activity in the planning, development, implementation, monitoring and supervision the program that are consistent with local, state, federal, and private contract requirements.
Ensured that program functions in a manner that satisfies contractual obligations by maintaining all program documentation and program files including maintenance of all documents, files, client in-take /agreements, correspondence and other contact lists, reports and contracts.
Generated timely and accurate reports on the status of program operations.
Delivered consistent quality of services by developing and maintaining an environment that promotes excellence in all operations.
Developed and implemented process improvements to increase program efficiency.
Worked on outreach strategy with the ATCAA’s Communications team.
Provided development support and collaboration as needed for existing and emerging programs or projects.
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