[Hiring] Volunteer Tax Screener @International Rescue Committee

Role Description

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 progressing to living wage jobs
• Learning basic financial management skills and building assets
• Starting small businesses
• Accessing 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
• 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 2027
• 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 year’s return, etc.) for tax return completion.
• Give each taxpayer Form 13614-C and the 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

• The volunteer will learn how to effectively coordinate VITA program.
• 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.

Professional Standards

All International Rescue Committee workers must adhere to the core values and principles outlined in IRC Way - Standards for Professional Conduct. Our Standards are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on:

• Safeguarding
• Conflicts of Interest
• Fiscal Integrity
• Reporting Wrongdoing and Protection from Retaliation

IRC is committed to taking all necessary preventive measures and creating an environment where people feel safe, and to taking all necessary actions and corrective measures when harm occurs. IRC builds teams of professionals who promote critical reflection, power sharing, debate, and objectivity to deliver the best possible services to our clients.

Equal Opportunity Employer

IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.