TAX PREPARER
Connect working families with eligible tax credits that can add up to thousands of dollars. With the support of the tax site Management Team, a Tax Preparer volunteer works one-on-one with individuals and families to electronically file free tax returns. Looking to work at a more relaxed pace? Prepare Drop-Off tax returns and taxes for customers who will return to pick them up. All Tax Preparer volunteers are cross-trained in intake, screening, quality review and the closeout process.
Skills Needed Computer experience, strong attention to detail, and customer service skills. No tax law experience necessary.
Training Requires 8-15 hours of training (6-10 for returning volunteer)
RESOURCE BUILDER
Build resources for financial stability by linking families to public benefits, financial resources and savings opportunities. Help taxpayer’s determine eligibility for public benefits and other relevant financial support services, and help build assets by offering and opening fairly-priced financial products and savings bonds. (Not available at all sites)
Skills Needed Computer literacy, strong attention to detail, and customer service skills.
Training Requires 8 hours of training.
INTAKE SPECIALIST
A strong greeter is essential for creating a welcoming and organized atmosphere at a tax site. You will greet customers and compile all intake documents and assist the Site Management Team with administrative tasks.
Skills Needed Customer service skills and a high level of organization.
Training Requires 4 hours of training.
INTERN
Similar to our volunteer Tax Preparer role, Tax Associate interns are certified at the Advanced tax preparation level and assist in the general management of a tax site, including taking on such vital roles as Quality Reviewer. Click here to read more about this role and our internship program.
Minimum Requirements: Certification at the Advanced tax preparation level and commitment of 10-15 hours per week from Jan – Apr.
Training: 20-24 hours