Low-Income Taxpayer Clinic (LITC) Associate

About the Role

The LITC Associate is a paid, part-time developmental position designed for a college student, law student, graduate student, or similarly qualified emerging professional interested in tax law, legal services, accounting, public policy, communications, or nonprofit service. Under the supervision of the Director of the Low-Income Taxpayer Clinic, with day-to-day guidance from the LITC Manager or another authorized practitioner, the Associate supports client intake, consultations, case preparation, tax and legal research, outreach, educational webinars, newsletters, communications, data entry, referrals, and administrative follow-through. The Associate does not independently represent clients, provide legal or tax advice, sign practitioner submissions, make final case decisions, or work outside assigned training and supervision.

Key Responsibilities

• Client Intake and Consultation Support:
• Respond to assigned inquiries, explain the clinic's intake process, gather preliminary information, schedule consultations, and provide approved instructions regarding required documents and next steps.
• Assist with financial eligibility screening, conflicts checks, intake forms, consent documents, document organization, issue summaries, referral information, and consultation preparation.
• Participate in consultations when authorized, take accurate notes, identify assigned follow-up tasks, and prepare draft client communications for practitioner review.
• Contact clients through approved methods regarding appointments, missing documents, status updates, referrals, surveys, outreach, or other authorized matters.

Requirements & Tech Stack

• Proficiency with Microsoft Office, email, virtual meeting platforms, online research, data entry, and electronic document tools or demonstrated ability to learn quickly.
• Ability to maintain a reliable work schedule around academic obligations and attend occasional evening or weekend outreach or webinar activities when scheduled.
• Bilingual or multilingual ability is valued based on client and community needs.

Qualifications

• Education:
• Current enrollment in an accredited college, university, law school, graduate program, or comparable educational program required.
• Coursework or demonstrated interest in law, taxation, accounting, finance, economics, public policy, communications, social services, nonprofit management, or a related field preferred.
• Experience and Credentials:
• Prior internship, volunteer, customer-service, legal-services, tax-preparation, research, writing, community outreach, or administrative experience preferred but not required.
• Strong writing, research, organization, attention to detail, active listening, client-service, and verbal communication skills.
• Ability to understand and follow confidentiality, conflicts, security, supervision, documentation, and professional conduct requirements.
• Ability to obtain and maintain IRS Volunteer Standards of Conduct, Intake/Interview and Quality Review, Basic tax certification, and other training required by CWF.