VITA Recruitment


United Way of Palm Beach County is currently accepting VITA volunteers for tax season 2019!

Help Working Families Succeed!

The VITA Program is an invaluable service United Way of Palm Beach County has been providing to the community for the last fifteen years. It targets individuals and families with low-to-moderate incomes who are eligible for tax credits. The program has prepared more than 137,000 tax returns yielding over $215 million in refunds and providing and estimated $321 million economic impact for Palm Beach County.

Last year alone, we recruited, trained and deployed 160 volunteers. Volunteer participation resulted in 7,100 hours and an in-kind value in excess of $170,000. This makes your one hour of volunteer time worth over $2,100. Talk about real value!

Volunteers are the key to the VITA Program’s success. As we enter the program’s sixteenth year of service, United Way needs your help recruiting 200 volunteers. A commitment of four hours per week is required during tax season from 16 VITA site locations throughout Palm Beach County offering 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. Check out the video below to see how VITA services have had a meaningful impact on volunteers and clients!

 

Become a VITA Volunteer TODAY!


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 22– April 15, 2019  |  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

View the Volunteer Profile Form (Please complete and return the form via fax or email). 


Training and Certification

View the Volunteer Training Schedule. 

 

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.

 


Volunteer Recruitment Resources

Use these free downloadable resources to help United Way of Palm Beach County recruit volunteers and promote the VITA Program for tax season 2019.

Flyers and Posters

Sample Materials


QUESTIONS?

Contact the Manager of Volunteer Services, Nubia Ortega at 561-375-6618 or Volunteer@UnitedWayPBC.org for more information.

Accreditations

Contributions benefit United Way of Palm Beach County, a not-for-profit tax-exempt organization. “A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION OF UNITED WAY OF PALM BEACH COUNTY, CH802, MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1. 800.435.7352 WITHIN THE STATE OF FLORIDA, OR AT www.freshfromflorida.com/Divisions-Offices/Consumer-Services. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.”
United Way of Palm Beach County receives 100% of each contribution.