Taxes can seem intimidating, yet filing may unlock thousands in benefits for low-income individuals and families. GetYourRefund, a Code for America project, needs volunteers to provide remote, empathetic assistance to post–Tax Day filers. No prior training is needed, and scheduling is flexible. Volunteers gain personal finance skills while supporting meaningful economic justice.
GetYourRefund.org is a non-profit service built by Code for America in partnership with the IRS with support from the White House and U.S. Department of Treasury. GetYourRefund.org (GYR) allows tax filers to answer simple questions about their situation, securely upload their tax documents and get connected with a local VITA partner to file their returns. The Tax Benefits Screener volunteer role serves as the catalyst to make it all happen.
Role
Tax Benefits Screeners help remote clients complete their GYR application process, ensure clients have all necessary information and help answer basic questions. This role does not require IRS tax certification.
Duties
- Ensure that client has answered all questions and uploaded all required documents
- Answer basic (non-tax related) questions
- Redirect clients to alternative service options if necessary
- Provide outstanding customer service and maintain privacy of client information
The Skills
Proficient computer skills; Strong written communication skills
The Commitment
- Complete Onboarding (1 hour)
- Pass the (open-book) IRS volunteer ethics exams (1 hour)
- Volunteer 3-6 hours a week (May - Oct)
