La Paz Chattanooga is excited to partner with the Urban League of Greater Chattanooga and begin offering bilingual services through VITA (Volunteer Income Tax Assistance) for the 2024 tax season!
VOLUNTEER OPPORTUNITIES
We are seeking 1-2 volunteers to help low-income individuals and families with tax preparation for the roles of Site Coordinator and Tax Reviewer (certified volunteers only). This is a long-term volunteer commitment from January to April. One volunteer can perform both positions with coordination support from La Paz staff.
Tax Preparers
Meet with taxpayers to gather information, review documentation and prepare tax returns.
Successfully complete:
● Volunteer Standards of Conduct Training
● Intake & Interview and Quality Review Training
● Basic Tax Law and TaxSlayer Software Training
● Advanced Level Test Certification
Quality Tax Reviewer
A Tax Preparer needs to have at least one year preparing taxes before they can review a return. Each return needs to go through a Tax Preparer and a Tax Reviewer before it can be marked completed.
Successfully complete:
● Same as Tax Preparer
Site Coordinators
Manage VITA site and volunteers. Provides support, answer questions and provide quality review of tax returns
Requirements
Site Coordinators Manage VITA site and volunteers. Provides support, answer questions and provide quality review of tax returns Experienced tax preparers successfully complete:
● Volunteer Standards of Conduct Training
● Intake & Interview and Quality Review Training
● Review of updated Tax Law and TaxSlayer Software Training
● Site Coordinator Administrative Training
● Advanced Level Test Certification
General Site Coordinator Duties
● Follow IRS 10 Site Guidelines
○ 1. Certification
○ 2. Intake/Interview & Quality Review Process
○ 3. Confirming Photo Identification and Taxpayer Identification Numbers (TIN)
○ 4. Reference Materials
○ 5. Volunteer Agreement
○ 6. Timely Filing of Tax Returns
○ 7. Civil Rights
○ 8. Correct Site Identification Number (SIDN)
○ 9. Correct Electronic Filing Identification Number (EFIN)
○ 10. Security
● Site coordinator must be on site at all times
● Must have a Quality Reviewer on site at all times
● Track and document the following:
○ Timesheets/Volunteer Hours
○ Site Expenses and Receipts
○ New volunteers/Contact information
○ Equipment
○ Supplies Inventory
● Submit documentation to the Regional Coordinator 15th of each month.
For more information on this opportunity and to sign up for a training, please contact Vivian Lozano at vlozano@lapazchattanooga.org.