• 23 people are interested
 

Individual Tax Site Preparer

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ORGANIZATION: Community Action Partnership of Ramsey & Washington Counties

  • 23 people are interested
Community Action of Ramsey & Washington Counties

Purpose : The individual tax site preparer works closely with Community Action staff to prepare customers state and federal tax returns. Volunteers will work to ensure that customers are qualifying for important tax credits like the Earned Income Tax Credit (EITC). Preparers also serve as a trusted (and free) resource, ensuring customers file correctly.

Supervisor : Financial Services Coordinator

Tasks and Responsibilities :

  • Prepare state and federal tax returns using tax software called TaxWise.

  • Direct customers to appropriate on-site financial services.

  • Work cooperatively with staff and other volunteers to provide high-quality service to customers.

  • Maintain strict confidentiality, providing as much privacy as logistically possible.

Qualifications & Skills Needed :

  • Excellent communication skills.

  • Minimum of 1 year of college training in accounting or finance.

  • Ability to analyze applications and paperwork.

  • Meet one of the following criteria:

    • Experience filing your own tax return

    • Taken a tax law or tax accounting course at the college level

    • Work in the accounting field

  • Ability to discuss customer’s tax and financial situation with empathy and respect.

  • Computer proficient.

  • Enjoy working in a diverse ethnic and socio-economic environment.

  • Ability to speak, read, and interpret Somali, Hmong, Spanish, or Karen is a plus.

Time Commitment : Must successfully complete the following:

  • Must attend an informational orientation on Tuesday, December 20th at 2:00 pm in the Wellstone Conference room, basement level of the Community Action Building, 450 North Syndicate St. Saint Paul. Register for orientation http://tinyurl.com/CAPRWtax

  • Attend 8 hour IRS tax training on one of 2 dates in January or February on a Saturday, dates still to be determined by community partner

  • Successfully complete (open book) basic IRS certification test.

  • Complete two practice tax returns accurately before completing any tax returns.

  • Volunteers will be required to provide at least 4 hours of volunteer work every week during the tax season, on Mondays from February 6th to April 10th, 2017, 2:00 pm to 8:00 pm.

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About Community Action Partnership of Ramsey & Washington Counties

Location:

450 Syndicate St. North, Saint Paul, MN 55104, US

Mission Statement

The mission of Community Action Partnership is to invest in people experiencing poverty to build generational prosperity.

Description

Community Action Partnership of Ramsey & Washington Counties is part of a national nonprofit network that helps 17 million low-income Americans annually achieve economic security. Closer to home, we help low-income households in Ramsey and Washington counties achieve success each year.

For over 50 years, Community Action has provided a local, flexible, single point of entry for programs that lift people up. Whether it's early childhood education, transportation, saving for a home, getting an education or raising awareness, we strive to help people become independent and have a voice in our community - and to make America a better place to live.

At Community Action, we continuously stay in touch with the needs of our community, looking for new ideas and new understandings about the issues that low-income individuals and families face.

Volunteers: We match volunteers with opportunities that are meaningful and meet their scheduling needs. By helping those in need, our volunteers develop new skills, gain practical and rewarding experience, build teams, and promote active community participation. Volunteers at Community Action reach out, help people become more self-sufficient, and change people's lives - one person, one family, one neighbor at a time. https://caprw.org/take-action/volunteer.html

CAUSE AREAS

Advocacy & Human Rights
Community
Employment
Advocacy & Human Rights, Community, Employment

WHEN

Mon Feb 06, 2017 - Mon Apr 10, 2017
02:00 PM - 08:00 PM

WHERE

450 North Syndicate St.Saint Paul, MN 55104

(44.95486,-93.153564)
 

SKILLS

  • ETC / Tax Assistance
  • Accounting
  • Bookkeeping
  • Financial Service Assistance
  • Community Outreach

GOOD FOR

N/A

REQUIREMENTS

  • Background Check
  • Must be at least 19
  • Orientation or Training
  • Volunteers will be required to provide at least 4

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