A Volunteer Income Tax Assistant provides support to tax professionals and handles various taxation matters. A well-drafted Volunteer Income Tax Assistant Resume mentions the following core duties and responsibilities – answering client inquiries, supporting audit teams, handling correspondence, making sure tax returns are filled in time, and providing administrative assistance. Other duties commonly carried out by these volunteers include creating reports and presentations, performing data entry, scanning documents, and sorting mails.
The duties vary based on the type of role, the volunteer undertakes, however, the skills needed are universally common and include the following – exceptional customer service and reliability, attention to detail, proficiency in computer programs, basic mathematical skills, and the ability to handle sensitive and confidential information. Most of these professionals hold a high school diploma and an Associate’s degree in accounting or a similar field.
Summary : Volunteer Income Tax Assistant with over 13 years of qualified experience in the public sector and who is seeking for a competitive and challenging environment in a company where I can use my previous work experience, talents and skills to benefit the company and help it to meet and surpass its goals. As an accountant, I have the understanding of Federal (IRS) and state tax requirements.
Skills : Microsoft Office, SAP.
Description :
Offered free tax assistance to taxpayers with low-to-moderate income, senior citizens, persons with disability, those who have limited English proficiency and others who need assistance in preparing their own tax returns during the tax filing season.
Prepared taxpayer's return based on information provided by the taxpayer or answer tax related questions.
Identified all returns with the site identification number assigned to the site.
Interviewed taxpayer to determine if all income, deductions and allowable credits are claimed.
Prepared tax returns using IRS-provided software.
Prepared only those tax returns for which training was provided.
Referred taxpayers with complex returns to the IRS walk-in office, website or help number or to a tax practitioner or firm.
Experience
10+ Years
Level
Senior
Education
Bachelor Degree
Volunteer Income Tax Assistant Resume
Objective : Volunteer Income Tax Assistant with 2 years of experience in Providing administrative support to Executive Director and other staff in support of programs, projects and day-to-day operations, Supporting the volunteer engagement strategy that positions United Way as the premier community mobilizer of volunteers in community impact issues; education, financial stability and health, Supporting collaborative community partnerships, including Volunteer Administrative Network, Volunteer Income Tax Assistance Coalition and Holiday Family Outreach.
Skills : IBM, Apple, Mac, Lenovo, And Windows Formats - Microsoft Windows XP/Vista/7/8/10 And Macintosh. Microsoft Office Proficient. Type 80 WPM. References: Available Upon Request.
Description :
Provided high-quality assistance to all taxpayers.
Prepared taxpayer's return based on information provided by the taxpayer or answer tax related questions.
Identified all returns with the site identification number assigned to the site.
Interviewed taxpayer to determine if all income, deductions and allowable credits are claimed.
Prepared tax returns using IRS-provided software.
Prepared only those taxreturns for which training was provided.
Referred taxpayers with complex returns to the IRS walk-in office, website or help number or to a tax practitioner or firm.
Experience
2-5 Years
Level
Executive
Education
BA In Biology
Volunteer Income Tax Assistant Resume
Objective : Volunteer Income Tax Assistant with 5 years of experience in Completing IRS training sessions and was certified by the IRS as a Tax Return Preparer for Tax Year in order to provide high quality service, Engaging in a student-led organization in which I applied classroom knowledge, while having the opportunity to learn from professionals.
Ensured no compensation of any kind is accepted for the services volunteers provide.
Maintained confidentiality of taxpayer information.
Ensured no compensation of any kind is accepted for the services volunteers provide.
Maintain confidentiality of taxpayer information.
Provided administrative and logistical support for the VITA program.
Assisted with taxpayer outreach, communicating with and scheduling taxpayers, coordinating and overseeing the taxpayer intake process, and managing taxpayer files.
Helped oversee tax site operations, including the intake process, providing quality review for volunteer-prepared returns, and resolving/troubleshooting tax preparation issues with TaxSlayer tax software.
Experience
2-5 Years
Level
Executive
Education
Bachelor'S
Volunteer Income Tax Assistant Resume
Objective : Seeking to achieve a Volunteer Income Tax Assistant position that can further challenge my skills as an accounting student and to effectively contribute to your company, Helping builds community capacity to effectively manage volunteers by coordinating resources, trainings, and providing assistance to key stakeholder groups in volunteer engagement.
Skills : Proficient with Microsoft Office applications and Dynamics GP. I have some experience with Quickbooks as well.
Description :
Prepared over 200 Federal and State income tax returns with over 2 million dollars in tax dollars returned.
Reviewed prior year taxes and amended over 30 Federal and State tax files with over $10,000 returned.
Volunteered on average 10-15 hours per week during tax season to prepare tax returns for active duty and retired military members.
E-filed and transmitted returns to the IRS and Massachusetts Department of Revenue after volunteer tax preparation sessions are concluded and taxes approved by the VITA Director.
Assisted in training BSLCE students in site-specific procedures.
Provided ongoing training and tax updates to volunteers throughout the tax season,
Helped manage students assisting community members with tax returns through the VITA program.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Arts In Business Administration
Volunteer Income Tax Assistant Resume
Objective : Volunteer Income Tax Assistant with 8 years of experience in Mobilising and connects volunteers by managing a comprehensive online volunteer database, leading with community impact issues; education, financial stability and health, Maintains positive, collaborative relationships with community partners, Keeping abreast and knowledgeable about issues and trends of volunteer engagement by networking with local, state and national sector leaders.
Skills : Quickbooks, Microsoft Office, Peachtree.
Description :
Performed detail audit testing over subjective and technical areas including: inventory valuations, cost build-up, purchasing, sales and bad debt allowances.
Communicated effectively with staff and management of operating companies in order to obtain required audit documentation and discuss issues.
Prepared detailed working papers supporting work performed, results obtained and audit issues generated.
Provided courteous, accurate income tax preparation assistance to low-income individuals, ensuring maximum deductions and researching complex regulations.
Improved client understanding of finances and discovered deductions leading to refunds of up to $5000.
Selected as unit tax representative for the Air Force Financial Services Center.
For each of the past six years, completed the volunteer income tax exams for Basic, Intermediate, Advanced, and Military.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Volunteer Income Tax Assistant Resume
Objective : Seeking to obtain and secure a Volunteer Income Tax Assistant position in a company offering an opportunity for professional growth and career advancement and at the same time to contribute to organizational success utilizing the skill set gained from previous experiences and education.
Prepared federal tax returns for students, locals, and businesses.
An expert in tax wise software.
Certified at the advanced certification level using Link & Learn taxes on irs.gov.
Reviewed tax returns for accuracy at a VITA site.
Educated taxpayers on the basics of tax preparing.
Conducted exit interviews per military guidelines where employees were fully advised of all their educational benefits, compensation.
Maintained organized records of tax returns prepared at the tax sites.
Experience
2-5 Years
Level
Executive
Education
MS In Accountancy
Volunteer Income Tax Assistant Resume
Objective : Volunteer Income Tax Assistant is Attending all staff meetings, training's, or any other appointments as scheduled, Answering incoming phone calls in a friendly, professional manner, Directing calls to appropriate individual based on caller requests, Performing calls for business-related matters as needed and/or directed, Ensuring excellent etiquette when communicating with constituents through email, telephone, in-person or any other manner.
Skills : Quickbooks, Accounting.
Description :
Updated and ensured availability of program materials, including (but not limited to) tax forms, compliance documents, and handbooks
Participated in training and updates to learn about SNAP and other benefits as needed, obtaining any certifications if required.
Travelled to multiple sites in the community to provide assistance to clients with SNAP and other benefits.
Submitted applications for SNAP and other benefits through the One-App or other application processes as available,
Assisted clients with health insurance, resolving issues and submitting applications for the Marketplace or NJ FamilyCare.
Ensuresd client has all necessary documents for tax preparation and prepares tax returns, if involved with the VITA program.
Refered clients to other assistance they may be eligible for (utilities, WIC etc).
Experience
2-5 Years
Level
Junior
Education
Master's In Business Administration
Volunteer Income Tax Assistant Resume
Summary : Volunteer Income Tax Assistant with 11+ years of experience in Communicating and enforcing written policies and procedures for program operations, including conducting regular on-site visits and client and program file reviews, and provide or arrange for in-service training for assistance programs, database management, center operations, program regulations for all Neighbourhood Center staff.
Skills : Financial Modeling, Valuation, Financial Statement Analysis, Internal Controls, Budgeting, Credit Analysis, Month and year end closing of accounts.
Description :
Facilitated training for the volunteer tax preparers.
Served taxpayer/clients.
Set up the VITA work site.
Updated and maintained social media.
Directed, planned and executes the backbone infrastructure for the Strong Individuals and Families Impact Council to include priority setting; planning; implementation; budgeting; performance evaluation; fiscal and program monitoring; data analysis; management of monthly meetings with partner agencies and quarterly meetings of the full Impact Council.
Fostered trust and mutual accountability and work collaboratively with nonprofit partners, community volunteers and staff to help the impact council achieve results through a collective impact lens.
Monitored and evaluated program data reports and financial reports.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Volunteer Income Tax Assistant Resume
Objective : Volunteer Income Tax Assistant is Informing taxpayers about special tax credits for which they qualified for,
Preparing federal income tax returns for taxpayers in the la verne, california area,
Preparing tax returns for private foundations and 501(c)(3) public operating charities.
Ensured UWSA investments are addressing stated priorities and creating measurable impact in Bexar County.
Supervised Impact Manager responsible for assisting with overall management of the impact council, development of content to communicate UWSA’s impact year-round and management of special initiatives (e.g., Volunteer Income Tax Assistance Program).
Engaged in research and maintain awareness of local, state and federal data and trends regarding economic well-being, workforce development, racial and gender equity, mental health and family violence.
Prepared content for Impact Council reports to the Community Impact Committee, Board of Directors, Advisory Council and other stakeholders.
Contributed to the overall success of UWSA by performing other essential duties and responsibilities as assigned.
Experienced in program evaluation.
Experienced staffing a broad cross-section of volunteer leaders and/or non-profit partners.
Experience
2-5 Years
Level
Executive
Education
MS
Volunteer Income Tax Assistant Resume
Objective : Volunteer Income Tax Assistant is responsible for Compiling with irs measures to ensure that the individual returns were appropriately filed, Demonstrating excellent attention to detail and ensured that only error-free documents were submitted in order to expedite clients' receipt of benefits,
Actively researching income tax information and related tax laws to further assist clients.
Skills : Reporting, Collaborative, Supervising.
Description :
Identified and built opportunities and assist in educating and mobilizing networks of individuals, associations, agencies and institutions to support UWSA’s impact agenda.
Experienced in working effectively in multicultural environments.
Managed multiple deadlines and priorities and problem-solve issues as they arise.
Worked in Microsoft Office software including Word, Excel, PowerPoint and Outlook.
Performed scholarly activities
Worked collaboratively with faculty across disciplines.
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