Tax-Aid

Cause Area

Children & Youth
Community

Location

235 Montgomery Street, Suite 1155, San Francisco,SAN FRANCISCO, CA 94104 United States

Website:

http://www.tax-aid.org

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http://www.tax-aid.org

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Active Opportunities (3)

Volunteer Tax Preparer

Flexible Schedule | San Francisco, CA 94104

Did you know that the tax refund is frequently the largest influx of cash a family with low income will receive all year? You can help make sure people who qualify for these critical payments can access them. Check out how Tax-Aid volunteers are helping people in this short video on this page: https://tax-aid.org/need-tax-help/ Responsibilities Provide high-quality assistance to taxpayers Advising clients about the tax preparation process Prepare the taxpayer's return based on information provided by the taxpayer or answer tax related questions. Interact with taxpayers to determine the necessary information for completing a tax return. Prepare returns using Lacerte or TaxSlayer tax preparation software. Maintain confidentiality of customer information. Ensure high-quality of returns by completing a quality review process on returns completed Requirements Prior tax preparation experience, minimum of two years of tax experience preferred or IRS VITA certification Analytical skills with attention to detail Comfortable learning or navigating within tax software programs Communication skills with ability to empathize and instill confidence Proficiency in Microsoft Office and Excel Spanish or Cantonese language skills is a plus BA/BS degree in Accounting, Enrolled Agent Certification, CPA (or CPA candidate) a plus Please visit our website to learn more and to register https://tax-aid.org/tax-volunteers/ Any questions? Drop us a line at admin@tax-aid.org.

Date Posted: 2024-02-20
Client Interview and Intake

Flexible Schedule | San Francisco, CA 94104

Please join and support our small dedicated team and be part of an amazing and hardworking group of volunteers. This volunteer role is essential to the success of our tax services to strengthen our San Francisco Bay Area community. Responsibilities & Tasks Interact with taxpayers to determine the necessary information for completing a tax return Review and understand Clients tax documents, financial records Maintain confidentiality of customer information Comfortable working with a diverse group of clients Requirements Strong client relations and communication skills (both verbally and written) Highly organized, detail oriented Experience using google docs Some prior tax or financial experience is required Spanish or Cantonese language skills a plus Application and next steps This is a volunteer position and has a time commitment varying between 2 and 4 hours per month and averages around 4 with a minimum of 6 month commitment. If you are interested in this opportunity, please send us an email with the following information: Your resume and LinkedIn profile (if applicable) What days and hours you are available How long of a time commitment you are willing to dedicate to Tax-Aid In a few words tell us why you want to volunteer with Tax-Aid We will contact you after we review your application. This position will require a brief interview. If you have any questions send us an email to admin@tax-aid.org Thank you so much for your interest, we look forward to hearing from you!

Date Posted: 2024-02-20
In person client Interview and Intake

Flexible Schedule | San Francisco, CA 94104

Please join and support our small dedicated team and be part of an amazing and hardworking group of volunteers. This volunteer role is essential to the success of our tax services to strengthen our San Francisco Bay Area community. Responsibilities & Task Meet clients to verify their identity Interact with taxpayers to determine the necessary information for completing a tax return Review and understand client tax documents, financial records Maintain confidentiality of client information Comfortable working with a diverse group of clients Requirements Strong client relations and communication skills (both verbal and written) Highly organized, detail oriented Experience using google docs Some prior tax or financial experience is required Spanish or Cantonese language skills a plus Application and next steps This is a volunteer position that takes place at various locations around the San Francisco Bay Area mostly on Saturdays. You can learn more about us on our website here: www.tax-aid.org If you have any questions send us an email to admin@tax-aid.org Thank you so much for your interest, we look forward to hearing from you!

Date Posted: 2024-02-20

Organization Information

Mission Statement

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Description

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

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