Not all heroes wear capes. Some help hardworking families file their taxes for FREE! For the 2023 tax season, 54 incredible volunteers helped hard-working families file 865 tax returns for free, saving our community $395,305 in tax prep fees and bringing back $980,004 in refunds and credits.
Are you ready to become someone’s Tax Hero? Complete the online application today.
Types of Volunteer Positions & Responsibilities:
- Intake Specialist: Will welcome taxpayers to the site, ensure they have the required documentation for their tax appointment, and assist them in filling out the intake and interview form. Intake Specialists will work with the Site Coordinator to assign the taxpayer to the next available and appropriately qualified Tax Preparer.
- Certified Tax Preparers: Certified Tax Preparers will sit one on one with taxpayers, use their tax forms along with the intake & interview forms and complete tax returns on the IRS provided software (returns are typically simple
1040 or 1040EZ). The position involves using computer equipment and software, professional interactions with taxpayers, other volunteers, and key partners, applying high ethical standards, and adhering to Internal Revenue Service policies, procedures, and guidelines.
- Lead Tax Preparer: Requires previous Certified Tax Preparer experience
Lead Preparers are responsible for preparing tax returns, training other Certified Tax Preparers on proper site protocol, conducting quality reviews, and assisting the Site Coordinator with other duties related to the smooth operation of the tax site. This is considered a leadership position and will only be offered to Certified Tax Preparers that have shown initiative and responsibility in previous years.
Note: Training for these positions will take place in late November - early December. Most sites begin appointments in late January - early February and stop around late March - early April. Exact timeline will vary by location.
Available Location and Hours:
- Broadview Learning Center: Operates on Thursdays from 5-8 pm.
- City Hall site: *(Need both English and bilingual volunteers)* Wednesdays 5-8 pm.
- Ellettsville Public Library: Operates on Mondays from 10a-1pm and Weds from 2-5pm
- Indiana University site- Maurer school of law; Mondays and Tuesdays from 6-9 pm
- Ivy Tech Bloomington: Operates Wednesday 1-4 pm, Thursdays 5-8 pm, and Saturday 9 am-12 pm
- Owen County Public Library - Tuesday 12-3 pm, Thurs & Saturday 9:30 am -12:30 pm
Are you ready to become someone’s Tax Hero? Complete the online application today.
Questions? Please reach out to the Tax Hero Volunteer Coordinator, Catherine Blankensop, at catherine@monroeunitedway.org
