United Way of West Florida – VITA Tax Preparer (Volunteer Service Role)
Organization: United Way of West Florida (UWWF)
Program: Volunteer Income Tax Assistance (VITA)
Position Type: Volunteer
Location: Escambia & Santa Rosa Counties
Schedule: Flexible weekly shifts, February–April
About United Way of West Florida
United Way of West Florida fights for the health, education, and financial stability of every person in our community. Through the IRS-certified VITA program, we help hardworking individuals and families in Escambia and Santa Rosa Counties save money on tax preparation fees and access the refunds and credits they've earned.
About the Role
VITA Tax Preparers work directly with community members to complete individual tax returns using IRS-approved software. No prior tax or accounting experience is required. All volunteers receive free IRS certification and hands-on support.
What You’ll Do
Prepare federal tax returns
Work one-on-one with taxpayers
Use professional tax software (training included)
Ensure accuracy through the IRS Quality Review process
Provide supportive, friendly customer service
Help connect clients to financial stability resources
Training Provided (Free)
United Way offers complete support:
IRS VITA Advanced Tax Certification
In-person and online training options
Practice returns and guided learning
On-site support throughout the season
Skills You’ll Gain
Practical tax preparation experience
Client service and communication skills
Financial literacy knowledge
Proficiency with IRS-approved tax software
High-value resume experience for accounting, auditing, and finance roles
Who Should Apply
We encourage all to apply
Why This Role Matters
VITA volunteers help families save money, access key tax credits, and build financial stability. Your time directly supports individuals and families who often have nowhere else to turn for free assistance.
Contact Information
Matthew Newberry
Economic Empowerment Manager
United Way of West Florida
850-444-7033
matthew.newberry@uwwf.org
