2024 TAX SEASON VOLUNTEER ROLES:
Ladder Up is always happy to welcome new talent. We provide extensive training and don’t require any financial or tax knowledge. Our tax sites are full of experienced volunteers and site leaders to ensure you have a great experience every time while giving back to communities and families in need. Sign-Up to volunteer TODAY!
Volunteer Roles:
SITE SUPPORT:
Greet and ensure all clients have their documents ready and check them into the tax site. Help support the tax site with any needs.
Site Support Requirements:
- Volunteer Standards of Conduct (VSC)
- Interview/Intake and Quality Review Certification (IIQR)
CASE REVIEWER:
Meets with clients to conduct intake interviews to ensure eligibility for service, and helps clients organize documents and complete intake forms.
Case Reviewer Requirements:
- Volunteer Standards of Conduct (VSC)
- Interview/Intake and Quality Review Certification (IIQR)
- Basic Certification is a plus but not required
TAX PREPARER:
Work one-on-one with clients to complete Federal and Illinois returns using professional tax software.
Tax Preparer Requirements:
- Volunteer Standards of Conduct (VSC)
- Interview/Intake and Quality Review Certification (IIQR)
- Basic or Advanced Tax Certification
QUALITY REVIEWER:
Checks prepared returns for errors, reviews returns with clients, and prepares clients for e-file of paper filing.
Quality Reviewer Requirements:
- Volunteer Standards of Conduct (VSC)
- Interview/Intake and Quality Review Certification (IIQR)
- Basic or Advanced Tax Certification
Getting Started
Please follow these steps to get started on volunteering and training.
1. VolunteerHub: To start the volunteer process, ALL volunteers must log in to VolunteerHub or create a new account (Ladder Up (volunteerhub.com)).
2. Training: Sign-Up for in-person or virtual training. We recommend all new volunteers attend the in-person training. You can pair up with a buddy and get IRS Certified. Returning volunteers have the option of completing the certification virtually.
- Link & Learn Certification Center: Make sure to complete all required exams for your role. An instruction guide is available on our Training and Certification webpage.
IMPORTANT: Once certified, the name on your 13615 MUST match the name on the photo ID you provided us with.
312-409-1555
volunteer@goladderup.org