Cause Areas


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


450 North Syndicate St.Saint Paul, MN 55104


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.


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

Good Match For


Requirements & Commitment

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

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