Volunteer Positions

Greeters are needed to manage intake and flow of clients at over twenty-seven no-cost tax sites across the state. Responsible for greeting customers and directing them to sign-in sheets, screening clients for proper documents, and assisting clients with intake forms. When necessary greeters are also responsible for informing clients of other Volunteer Income Tax Assistance [VITA] locations and hours of operation when clients are turned away due to limited space and/or availability.

 

Screeners are needed to determine the eligibility of clients for site services, take clients through a benefits screening web-tool, organize tax documents, and determine what level of return and preparer the client should be served by.

Cash Coordinators are responsible for providing financial education to Tax Help Montana clients. Most work will be done individually with clients while they wait to be seen by tax preparers. Cash Coordinators will help clients learn about the range of benefits provided at Tax Help Montana Volunteer Income Tax Assistance [VITA] sites, the asset building opportunities, and how much money they could save if they take advantage of them. Cash Coordinators will refer clients to pilot savings programs and other financial education and savings opportunities as needed. 

Tax Preparersare responsible for preparing federal and state income tax returns of varying levels of difficulty--from basic to international--as well as providing counseling to clients regarding claiming tax credits and other services available through the Tax Help Montana campaign.

NO EXPERIENCE OR TAX KNOWLEDGE IS NECESSARY!!!!!

Lawyer? Do your pro-bono work at a tax site! CPA? Receive CPE credits for becoming an IRS certified volunteer and participating in Tax Help Montana training.

Volunteers receive all necessary training allowing them to confidently prepare taxes, as well as an IRS certification. Trainings are provided in various forums, from classroom to online webinars.