Volunteer Tax Preparer

About the Role

Join C.A.S.H. Rochester, an IRS Volunteer Income Tax Assistance (VITA) program, and empower the community by providing free, year-round tax preparation, tax advice, and financial education. As a Volunteer Tax Preparer, you will receive expert training and IRS certification while working directly with clients to offer free tax advice and preparation. Help low-income working families in Monroe County achieve financial stability.

Key Responsibilities

• Attend and complete self-directed and in-person training.
• After successful completion of training and passing tax certification, prepare high-quality Federal and NYS tax returns for C.A.S.H. clients.
• Work one-on-one with individuals, ensuring they maximize their refunds and claim all eligible credits, such as the Earned Income Tax Credit (EITC).
• Self-review prepared returns, and with clients, before final Quality Review.

Requirements & Tech Stack

• Eagerness to learn and grow in a supportive and inclusive environment.
• Must pass IRS certification exams.
• Commitment to volunteer at least four hours a week.
• In-person commitment of four hours per week.
• Training is approximately 25 hours total, online and in person.
• Training starts in early December and must be completed by January 15.
• Volunteer opportunities available during the main tax season (January to mid-April), with some summer hours also available.

Qualifications

• No experience needed.
• Specialized training, mentorship, and materials will be provided to become IRS-certified.