Description

Every year, the Campaign for Working Families, Inc. recruits, trains, and manages hundreds of volunteers and interns who staff free tax sites across Philadelphia and surrounding counties, as well as South Jersey. In 2018, CWF’s Philadelphia and South Jersey tax sites provided over 33,000 taxpayers with access to important tax credits through free tax preparation, resource building and asset development services. Since our founding, we have brought in over $398 million in refunds to our region’s economy.

Purpose of Position: As a volunteer Tax Preparer, you will assist working families in preparing their Federal and State tax return utilizing online tax preparation software. Tax Preparers are trained to accurately apply tax law and identify any tax benefits for which taxpayers qualify

Reports to: Director of Volunteer Engagement

Time Commitment: 30-hour minimum shift commitment (excludes training time), January to April 18, 2022.

Training: Free training opportunities begin in November and run through January. Candidates must be available to attend required virtual training(s) or self-certify

Locations:

  • In-person: Philadelphia and South Jersey
  • Virtual: Online

Responsibilities:

  • Certify at IRS Basic or Advanced tax preparation level (either via self-certification or our free trainings)
  • Interview taxpayer to determine if all income, deductions and allowable credits are claimed
  • Prepare only those tax returns for which you are IRS certified
  • Ensure no compensation of any kind is accepted for the services rendered
  • Maintain strict confidentiality of taxpayer information and documentation

Requirements

Qualifications:

  • No previous experience necessary!
  • Requires a detail oriented and organized individual who is able to multitask in a fast-paced environment
  • Attend our training or utilize IRS’ Link & Learn online training system. If returning volunteer, must recertify for current tax year
  • Quality Reviewer volunteers must certify at the Advanced level and complete applicable online training
  • Must be computer proficient and able to efficiently utilize tax software. Willingness to work with the public, volunteers, stakeholders, partners in a helpful and supportive manner.
  • Friendly, dependable and flexible

Our volunteer needs

We need volunteers who are free at these times

SunMonTuesWedThurFriSat
Morningxxxxxx
Afternoonxxxxxx
Eveningxxxxxx

About the organization

Campaign for Working Families Inc.

Contact:
Jonathan Barnes
Director of Volunteer Engagement
Organization’s website:
https://cwfphilly.org/
Volunteer opportunity website:
https://cwfphilly.org/
Learn more about this organization:
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