Individual Tax Site Preparer
WhenMon Feb 06, 2017 02:00 PM - Mon Apr 10, 2017 08:00 PM
Where450 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.
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 one of two informational orientation on Tuesday, November 29th at 6:00 pm or Wednesday, November 30th 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
- 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