Welcome taxpayers and oversee the sign-in process Conduct initial screening of taxpayers

Meet with taxpayer to gather information, review documentation and prepare tax return

Manage VITA site and volunteers Provide support, answer questions and provide quality review of tax returns

January 17 – April 18, 2023 | Minimum of 4 hours per week Training and successful completion of test required Site locations available from Boca Raton to Jupiter and out west to Belle Glade Hours vary per site, flexible scheduling is available (weekdays, weekends, evenings)

Successfully complete: Volunteer Standards of Conduct Training

New Volunteers Successfully complete: Volunteer Standards of Conduct Training Intake & Interview and Quality Review Training Basic Tax Law and TaxSlayer Software Training Returning Volunteers Successfully complete: Volunteer Standards of Conduct Training Intake & Interview and Quality Review Training Review of updated Tax Law and TaxSlayer Software Training Returning volunteers are required to take the advanced level test certification.

Experienced tax preparers successfully complete: Volunteer Standards of Conduct Training Intake & Interview and Quality Review Training Review of updated Tax Law and TaxSlayer Software Training Site Coordinator Administrative Training Site coordinators are required to take the advanced level test certification and Health Saving Account module.

VITA - United Way of Palm Beach County

Help Working Families Succeed!

The Volunteer Income Tax Assistance (VITA) Campaign is an invaluable service United Way of Palm Beach County has been providing to the community for the last nineteen years. It offers services to individuals and families with low-to-moderate incomes who are eligible for tax credits. The program has prepared more than 167,000 tax returns, yielding over $267 million in refunds, and providing an estimated $398 million economic impact for Palm Beach County.

Become a VITA Volunteer

VITA Volunteers

Last year, we recruited, trained and deployed 92 volunteers. Volunteer participation resulted in 5,805 hours and an in-kind value in excess of $165,675. This makes your one hour of volunteer time worth over $2,153. Talk about real value!

Volunteers are the key to the VITA Program’s success.

As we enter the program’s twentieth year of service, United Way needs your help recruiting 200 volunteers! A commitment of four hours per week is required during tax season. We offer 16 VITA convenient site locations throughout Palm Beach County and a flexible schedule including weekdays, evenings and weekends.

Volunteering for the VITA Program is an extremely rewarding opportunity! No experience is required and there are opportunities that don’t involve preparing taxes.

VITA Volunteer Opportunities

All VITA volunteers will receive a background check upon completion of training and certification.

Greeter

Welcome taxpayers and oversee the sign-in process
Conduct initial screening of taxpayers

Tax Preparer

Meet with taxpayer to gather information, review documentation and prepare tax return

Site Coordinator

Manage VITA site and volunteers
Provide support, answer questions and provide quality review of tax returns

Commitment

January 17 – April 18, 2023 | Minimum of 4 hours per week

Training and successful completion of test required
Site locations available from Boca Raton to Jupiter and out west to Belle Glade
Hours vary per site, flexible scheduling is available (weekdays, weekends, evenings)

Training and Certification

Greeters

Successfully complete:

Volunteer Standards of Conduct Training

Tax Preparers

New Volunteers

Successfully complete:

Volunteer Standards of Conduct Training
Intake & Interview and Quality Review Training
Basic Tax Law and TaxSlayer Software Training

Returning Volunteers

Successfully complete:

Volunteer Standards of Conduct Training
Intake & Interview and Quality Review Training
Review of updated Tax Law and TaxSlayer Software Training
Returning volunteers are required to take the advanced level test certification.

Site Coordinators

Experienced tax preparers successfully complete:

Volunteer Standards of Conduct Training
Intake & Interview and Quality Review Training
Review of updated Tax Law and TaxSlayer Software Training
Site Coordinator Administrative Training
Site coordinators are required to take the advanced level test certification and Health Saving Account module.