Instructor Responsibilities

Scope of Authority Instructors train Counselors to assist in the preparation of tax returns for the target population in accordance with program policy Instructors do not supervise another volunteer position CO1 Instructor Workshop 2016

Qualifications Must be able to train volunteers in their district Know basic principles of instruction Have requisite knowledge in tax law and the preparation of tax returns Must be able to work effectively with diverse adult learners CO1 Instructor Workshop 2016

Administrative Instructors are appointed by the District Coordinator (DC) and report directly to the DC Required Training: Must acquire tax proficiency sufficient to train others Must have knowledge of AARP Foundation Tax-Aide program policies Attends district and local meetings Also any training sessions as necessary for performance of Instructor duties The position requires the greatest time in the late fall and early winter when Instructors and Counselors are trained CO1 Instructor Workshop 2016

Responsibilities Attends Instructor Workshop Passes all three sections of the test for IRS certification Is familiar with the problems required by their district for certification of a Counselor From the IRS Pub 4491-W Comprehensive Problems and Exercises Workbook From NTTC Workbook Schedules Counselor training classes Provides instruction to all site level volunteers Income tax information Tax return preparation Program policy and administrative procedures Confidentiality and security of taxpayer data CO1 Instructor Workshop 2016

Responsibilities Continued Grades and returns IRS test to Counselors and marks up workbook problems assigned by their district Reviews test results and assigned problems with Counselors and provides guidance for weak areas that were identified Signs the Volunteer Agreement for Counselors who have passed the IRS test and have completed any problems required by their district This means that the Counselor is certified Submits a list of Counselors who successfully certified to their District and Local Coordinators and to the Certification Coordinator The Certification Coordinator notifies the IRS of the names of the certified Counselors CO1 Instructor Workshop 2016

Term of Service Appointed for a one-year term Contingent upon satisfactory annual review and certification May be reappointed for additional one-year terms CO1 Instructor Workshop 2016