Volunteer Tax Screener

International Rescue Committee
United States, New York, New York
122 East 42nd Street (Show on map)
Dec 21, 2024
The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. SCOPE OF WORK: The IRC's Program Quality and Innovation Unit assists offices which help newly arrived refugees and other low-income individuals reach self-sufficiency by finding entry-level employment and progress to living wage jobs; learn basic financial management skills and build assets; start small businesses; and access Earned Income Tax Credit. Under the supervision of the Tax Site Coordinator, Volunteer Tax Screeners will ensure that taxpayers have all the necessary information and documents required to complete a tax return. The program is offering services to clients in IRC offices located in Phoenix, AZ; Denver, CO; Elizabeth, NJ; New York, NY; Dallas, TX; and Salt Lake City, UT. The IRC's goal is to assist 4,000 taxpayers in preparing their returns in a safe, culturally and linguistically appropriate manner. COMMITMENT: January- April 2023 between 3-15 hours per week RESPONSIBILITIES: Refer taxpayers with "out of scope" returns to a professional return preparer. Complete 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.) Ensure the taxpayer has brought the required documents (e.g. valid photo identification, Social Security card(s), W-2, 1099, 1095, prior years return, etc.) for tax completion. Give each taxpayer Form 13614-C and Intake/Interview & Quality Review Sheet to complete Explain the site's return preparation process to the taxpayer. Provide assistance in scanning and uploading necessary tax documents while also verifying taxpayer identification. LEARNING OBJECTIVES: 1. The volunteer will learn how to effectively coordinate VITA program 2. The volunteer will learn about providing financial services to community members. REQUIREMENTS: High school diploma required. Students studying finance, accounting or a related field preferred. No previous experience as a VITA volunteer required- IRC will provide the required training for the program per IRC's and the IRS's policies. Excellent customer service skills, including experience working with a diverse client base Strong organizational skills and high level of attention to detail High level of computer literacy High level of comfort and effectiveness in working with multi-cultural and multi-disciplinary teams Strong commitment to economic empowerment of low-income and underserved populations Go through an IRC Background check WORKING ENVIRONMENT: Position will require travel to IRC office or other tax preparation location. Standard professional office environment Some evening and weekend work hours will be required If working virtually, home internet and personal computer/laptop required This position reports to the Tax Site Coordinator and local Financial Capabilities Staff. This is an unpaid volunteer position. No financial compensation, including compensation for relocation, is available. * R- Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Standard of Professional Conduct:The IRC and the IRC workers must adhere to the values and principles outlined in the IRC Way - our Code of Conduct. These are Integrity, Service, Accountability, and Equality. Commitment to Gender, Equality, Diversity, and Inclusion: The IRC is committed to creating a diverse, inclusive, respectful, and safe work environment where all persons are treated fairly, with dignity and respect. The IRC expressly prohibits and will not tolerate discrimination, harassment, retaliation, or bullying of the IRC persons in any work setting. We aim to increase the representation of women, people that are from country and communities we serve, and people who identify as races and ethnicities that are under-represented in global power structures.