Taxes are always shown as an intimidating part of adulthood. But tax filing can be the key to accessing potential $1,000s in benefits for low-income individuals and families in need. Join GetYourRefund, a project of Code for America, as we remotely and empathetically assist people who can file after Tax Day and learn some personal finance skills along the way. With no prior training required and flexible volunteering schedule, this is an opportunity to engage in impactful economic justice
The Program
To close the tax benefit participation gap, we partnered with the IRS’ Volunteer Income Tax Assistance (VITA) program to provide a virtual tax preparation option that is free, trustworthy and easy to use. 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. Our 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)
