1. Instructor Responsibilities

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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